Job added in hotlist
Applied job
Contract job
Recruiter job
Employer job
Expanded search
Apply online not available
View more jobs in Dallas, TX
View more jobs in Texas

Job Details

Loans and Withdrawals Representative

Company name
New York Life Insurance Company

Dallas, TX, United States

Employment Type

Call Center, Finance, Customer Service

Posted on
Jan 21,2020

Valid Through
May 05,2020

Apply for this job



A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It’s a career journey you can be proud of, and you’ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of


The Representative on the Loan and Withdrawal Team will be responsible for processing all basic disbursement related items, and communicating with Agents, Clients and Service Representatives on a daily basis. Representative will also be responsible for reviewing cases that have Power of Attorney / Trust / or Divorce paperwork attached to the case and processing financial transactions accordingly.


Primary Responsibilities:

*Processes service requests related to disbursements of loans, dividends, partial withdrawals on New York Life products *Responds to 3rd party requests for information on products and benefits *Restores policies; reversing and updating financial transactions on policies *Reviews Trust, POAs and other court documents to confirm proper authorization to process transaction requested *Answers Agent and Policyholder calls, providing support and processing service requests related to the Life Disbursement Team  *Creating annual policy summaries from scratch, requiring manual calculations for established values


*Associates, or Bachelor’s degree preferred, or equivalent years of related experience; High School Diploma or GED required *1 year of customer service and/or call center experience required *Knowledge and experience in loan processing related to insurance products preferred *Working knowledge of Microsoft Office systems, and ability to type quickly and accurately (45 words per minute preferred)

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.




If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.

Company info

New York Life Insurance Company
Website :

Similar Jobs:
HELLO AND WELCOME! We are looking for some AMAZING PEOPLE TO JOIN OUR TEAM AND MAKE US BETTER!! Thank you for considering becoming part of a GROWING TEAM! Job Description Firehouse Movers is a local firefighter owned moving compan...
Medical Billing CphT
Location : Grand Prairie, TX
\n\nJob Description\nMedical Billing Pharmacy TechnicianA rapidly growing post-acute and long-term care pharmacy is looking for a full-time, experienced, certified pharmacy technician to add to their growing medical billing team. ...
Patient Advocate Representative (Call Center)
Location : Farmers Branch, TX
\n\nJob Description\nWe are seeking experienced call center and customer service professionals to be a part of an exciting new medical operations facility in Farmers Branch, TX! This is a full-time and permanent opportunity offeri...