Customer Service Representative jobs at New York Life Insurance - 23 jobs

We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals. Responsibilities: Helping customers by providing product and service information Answer customer questions regarding their coverage Develop and maintain a knowledge base of the evolving products and services Regularly review these agreements in an effort to develop a more cost-effective plan Qualifications: Previous experience in customer service, sales, or other related fields Ability to build rapport with clients Ability to prioritize and multitask Positive and professional demeanor Excellent written and verbal communication skills What are we looking for in a candidate? A sharp individual with an entrepreneurial mindset An individual that is a team player and works well under pressure An individual with professional communication skills Benefits Hands on training Weekly pay Bonuses Residual income Company paid trips Remote Apply now to learn more about what we do and how you can be a part of our team today! Powered by JazzHR

About the job Customer Service Associate - Work From Home Who We Are Were the worlds only 100% union-label supplemental benefits provider, proudly partnering with over 40,000 unions and associations worldwide. For more than 60 years, we've been dedicated to protecting hardworking families by providing supplemental and permanent benefit solutions they can count on for financial security. The Opportunity Were looking for driven, service-minded professionals to join our fully remote team. You'll connect with union members who have already requested benefits information explaining their options, answering questions, and guiding them through the enrollment process. No cold calling or lead chasing just meaningful conversations with people who need what we offer. Your Responsibilities Handle inbound and outbound calls with prospective clients Schedule and lead virtual benefits presentations Explain available programs and coverage options in clear, simple terms Complete all applications and documentation with accuracy Deliver outstanding service and maintain organized client records Participate in leadership training and skill development programs What You Bring Excellent communication and people skills Professional, positive, and energetic approach Customer service or sales background (preferred, not required) Basic computer skills and comfort in a virtual environment Ability to collaborate effectively with all levels of the team Legal authorization to work in the U.S. or Canada What You'll Get Full benefits package after initial period 100% remote position no commuting, no dress code Flexible scheduling that supports your lifestyle Weekly pay plus performance-based monthly bonuses Annual incentive trips to top destinations like Cancun, the Bahamas, and Las Vegas for high performers Rapid career advancement with clear promotion paths If you're ready for a rewarding career where you can help others, grow your skills, and enjoy flexibility and unlimited earning potential apply now and start building a future you're proud of.

About the job Customer Service Specialist - Work From Home About Us We are the worlds only 100% union-label supplemental benefits provider, proudly serving over 40,000 unions and associations worldwide. For more than 60 years, weve specialized in delivering supplemental and permanent benefit solutions to hardworking families who depend on us for financial protection and peace of mind. Position Overview Were seeking motivated, service-oriented individuals to join our remote team. Youll work directly with union members who have requested benefits informationhelping them understand their options and guiding them through the enrollment process. Key Responsibilities Manage inbound and outbound calls with prospective clients Schedule and conduct virtual benefits presentations Educate members on available programs and coverage options Accurately complete applications and related documentation Maintain high service standards and organized client records Participate in ongoing leadership training and development Qualifications Excellent communication and interpersonal skills Positive, energetic, and professional attitude Customer service or sales experience (preferred, not required) Basic computer skills and comfort in a digital work environment Team player with the ability to collaborate at all levels Legally authorized to work in the U.S. or Canada What We Offer Full benefits package after initial period 100% remote work no commuting required Flexible scheduling to fit your lifestyle Weekly pay plus performance-based monthly bonuses Annual incentive trips to destinations like Cancun, the Bahamas, and Las Vegas for top performers Clear career growth paths with fast-track promotion opportunities If you're passionate about helping others, eager to grow in a supportive environment, and ready for a career that offers flexibility, growth, and high earning potential apply today and take the first step toward a meaningful future.

We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals. Requirements Excellent communication skills Basic computer knowledge Work ethics Outgoing, fun & energetic with an upbeat personality Accountability and coachability Time management skills Pass a criminal background check Benefits (after 90 days) Paid weekly Bonuses Health Insurance Reimbursement Life Insurance Retirement Plan Requirements: Computer Cell phone (unlimited long distance calling) Access to Wifi Powered by JazzHR

(DUE TO COVID-19 IN EFFORT TO EMBRACE SOCIAL DISTANCING THE COMPANY OVERVIEW WILL BE CONDUCTED ONLINE VIA ZOOM) We are looking for an individual with great customer service skills for one of the main supplemental benefits companies in the nation for over 65 years! The Company is expanding in our territories and we are in immediate need of dedicated Benefits Representatives with ambitious goals. Requirements Excellent communication skills Basic computer knowledge Work ethics Outgoing, fun & energetic with an upbeat personality Accountability and coachability Time management skills Pass a criminal background check Benefits (after 90 days) Paid weekly ($70,000 - $75,000 1st year average) Bonuses Health Insurance Reimbursement Life Insurance Retirement Plan Requirements: Computer Cell phone (unlimited long distance calling) Access to Wifi Powered by JazzHR

About the job Customer Service Rep - Work From Home We are the only 100% union-label supplemental benefits provider in the world, proudly serving over 40,000 unions and associations internationally. For more than 60 years, we've specialized in delivering supplemental and permanent benefit solutions to hardworking families who rely on us for financial security. Position Overview: We are looking for motivated and service-oriented individuals to join our remote team. You'll work directly with union members who have requested benefits information, helping them understand their options and guiding them through the enrollment process. Key Responsibilities: Handle inbound and outbound calls with prospective clients Set virtual appointments and conduct benefits presentations Educate clients on available programs and coverage options Complete applications and documentation with accuracy Maintain high-quality service standards and client records Participate in leadership training and development opportunities What We're Looking For: Excellent verbal communication and interpersonal skills Positive, energetic attitude and professional demeanor Strong customer service or sales background (preferred, not required) Basic computer proficiency and ability to work in a digital environment Team player who works well with all levels of the organization Legally authorized to work in the U.S. or Canada What You'll Receive: Full benefits package after initial period 100% remote work - no commuting required Flexible work schedule to fit your lifestyle Weekly pay plus performance-based monthly bonuses Annual incentive trips to destinations like Cancun, the Bahamas, Las Vegas, and more for top performers Career development and fast-track promotion opportunities If you're passionate about helping others, ready to grow in a supportive environment, and want a career that offers flexibility and high earning potential-apply today and take the first step toward a meaningful future.

We're hiring driven individuals with strong customer-focused skills to join a long-standing supplemental benefits organization that has supported working families for more than six decades. With our continued growth, we're looking for Benefits Representatives who are motivated, goal-oriented, and ready to step into a meaningful role. Your Role Guide clients through their benefit options and available programs Provide accurate information and support regarding coverage Stay informed on company offerings and policy updates Review client needs to help them find efficient and affordable solutions What You Bring Background in customer service, sales, or similar roles is helpful Strong relationship-building and communication abilities Organized, adaptable, and able to manage multiple priorities Positive attitude with professional presentation Confident in both written and verbal communication Ideal Candidates Self-starters with a business-minded approach Team players who excel in fast-paced environments Individuals who communicate clearly and professionally What You'll Receive Comprehensive training and mentorship Weekly earnings Performance bonuses Opportunity to build long-term residual income Company-sponsored travel incentives Fully remote work flexibility If you're ready for a role with growth, stability, and purpose, submit your application and discover what makes our team stand out. Powered by JazzHR

Our company has moved to 100% virtual, work-from-home positions. allows you to earn an incredible living without sacrificing your family life. You'll have the flexibility to choose your working hours when it's convenient for YOU and your family. We're looking for enthusiastic individuals to assist existing and prospective clients within our organization. This position will work with multiple clients through-out the day providing outstanding service and product knowledge. Preferred Skills: • Excellent communication skills, including active listening and problem-solving • Ability to learn, adapt, and adjust on the go • Works well with others and individually • Possesses a strong work ethic and drive to succeed What you can expect: • Flexible Schedule with Weekly Pay • 100% Remote Position • Weekly Trainings lead by Top Leaders • Life Insurance • Health Insurance reimbursement • Industry-leading resources and technology * In the interest of community wellness, AO has adjusted our business operations. As such, all interviews will be conducted via Zoom video conferencing. Powered by JazzHR

*DISCLAIMER: APPLICANT MUST RESIDE IN THE U.S. TO BE CONSIDERED FOR THIS POSITION, ALL OTHER APPLICANTS WILL BE IMMEDIATELY DISQUALIFIED* Are you ready to join the forefront of AO's unparalleled growth in the bilingual market? We are on the hunt for exceptionally talented and ambitious bilingual leaders fluent in both Spanish and English to join our extraordinary team! AO is renowned for its unrivaled growth opportunities that surpass all others. As a valued member of our bilingual team, you'll gain exclusive access to specialized mentorship and training calls tailored specifically to enhance your skillset. Brace yourself to become a top earner within the company, as we provide the resources and support you need to soar to new heights of success. Our ideal candidates will embody the following qualities that set them apart: • Exude professionalism and reliability, establishing themselves as trusted leaders. • Possess an unwavering work ethic and a rapid learning ability, ready to tackle any challenge. • Radiate positivity and excel in client-facing interactions, leaving a lasting impression. Prepare to be blown away by the incredible benefits and perks we offer: • Embrace the freedom of working from the comfort of your own home, enjoying a flexible schedule that suits your lifestyle. • Reap the rewards of weekly pay that offers financial stability. • Be recognized for your outstanding performance with enticing bonuses that reflect your dedication. • Prioritize your well-being with health insurance reimbursement you're taken care of. • Secure your future with comprehensive life insurance coverage. • Plan for retirement with confidence, as we offer a robust retirement plan. • Join our community-driven initiative, as we adapt our operations to prioritize community wellness, conducting all interviews via Zoom video conferencing. To seize this unbelievable opportunity, simply submit your resume and compensation requirements, and prepare to embark on a transformative journey with AO. Unleash your potential today and become an indispensable part of AO's bilingual powerhouse! Powered by JazzHR

Establishes with clients by researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empowered to make an established range of decisions; escalating issues to the team lead or manager when necessary. Is expected to utilize critical thinking skills to resolves issues and de-escalate client interactions, escalating to manager when appropriate. Performs duties as determined by CRC leadership based on workload and assigned resources. Responsibilities What you will do: Reviews, researches and/or analyzes necessary policy data in order to resolve client inquiries or concerns via telephone, written correspondence, email or online chat. Answer/respond to client inquiries or concerns via telephone, written correspondence, email or online chat. Gathers, researches and analyzes policy information to provide accurate information to each client. Provides professional and courteous service, making independent decisions regarding client requests and resolving client concerns, recognizing the need to escalate situations to management as necessary. Conduct outbound calls to follow up on previous client concerns to ensure issues are resolved accurately and timely. Manage status requests and resolve questions that do not require assistance from a licensed representative. Analyze and service assigned products within the Western & Southern Life portfolio. Makes independent decisions regarding customer requests, and processes policy transactions on administrative systems as necessary. Maintains accurate information and documentation in Salesforce Customer First Platform. Utilize multiple administration systems to service clients. Develop and maintain positive working relationships with internal and external clients. Process all work requests received from various departments within established service levels. Process credit card payments and accurately record credit card information received from customers. Retreives and records voice mail messages and refers to appropriate associate to process. Gather requested information and completes any forms necessary to comply with client requets for service. Make outbound calls to prospective clients to conducate a Personal History Interview (PHI). Identify system or procedural problems and recommend improvements to benefit clients or associates. Performs other duties as assigned. Complies with all policies and standards. Qualifications High School Diploma GED. - Required Proven experience managing and effectively resolving client issues. - Required Demonstrated experience providing excellent service. - Required Demonstrated experience working effectively within a team - Required Previous contact center experience preferred but not required. - Preferred Must provide examples from work experience of maintaining high degree of accuracy associated with high volumes of work and/or multiple duties. - Required Must provide examples from work experience demonstrating flexibility to meet department demands. - Required Possess and display excellent verbal and written communication skills with ability to convey information to internal and external clients in a clear, focused and concise manner while following proper rules of punctuation, diction and style. - Ability to prepare correspondence, reports, and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills. - Demonstrated ability to receive, organize and manage large amounts of diverse information and documentation. - Must be able to handle confidential information in a discreet manner. - Working knowledge of word processing applications. - Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None

Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Drives change and embraces continuous improvement by creating processes and provisions to accommodate change. Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Adept at shifting work priorities to meet the needs of the business and customer demand. Qualifications Associates degree in business or related field or equivalent combination of education and experience Minimum of 2 years related customer service experience with proven customer service skills Advanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets) A basic understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Looking for a new career or a great internship to build your resume ? Look to Farmers and the Hoag Agency The ideal candidate is a self-starter, and exhibits excellent interpersonal skills to handle client's needs - in person or over the phone. Attention to detail, follow-through and eagerness to market our products are very important in handling daily activities around the office. Good organizational skills and an ability to prioritize are a must. This position has the potential to develop into a rewarding career in insurance, with unlimited possibilities. Pay is based on experience. What The Hoag Agency Offers? Unlimited potential and growth Great resume building internship for a college student. (We will work with you to get college credits from your university) Paid Training and Licensing Flexible schedule Competitive pay for experienced candidates, especially those already holding an insurance license Send resume to khoag@farmers agent.com. Founded in 1928, Farmer's Group, Inc. has grown into the country's third largest home and auto insurance carrier as well as a top specialty product carrier in the United States! Recognized by Corporate Exchange USA & Training Magazine as the #1 Corporate Training Program in America, we're proud to produce some of the finest Agents in the industry. Job Description Determine client requirements and expectations in order to help the client identify specific products and solutions Cross-sell/up-sell products to existing clients Keep records of client interactions and transactions Assist in annual review process by contacting clients and preparing personalized customer coverage recommendations based on clients' needs General customer service duties Qualifications Become licensed in Property & Casualty Insurance Confirmed High School Diploma or GED Certificate Attention to Detail/Organization Strong written/verbal communication skills Basic PC skills Strong analytical capability Conflict resolution skills Additional Information All your information will be kept confidential according to EEO guidelines.

Department: Income & Maturity Services (IMS) Overview: The Income and Maturity Services Department (IMS) is a vital part of our organization, delivering seamless support for converting accumulated funds into guaranteed income streams. We partner closely with financial representatives, client service specialists, and internal teams to ensure smooth transitions from accumulation to payout phases. Role Summary In this role, you'll support our field teams and clients with income disbursement and policy maturity needs. You'll process income conversion transactions, manage maturity options (e.g., lump‑sum or annuitized payouts), and address customer inquiries related to income and maturity services. You'll thrive in a collaborative, metrics‑driven call center environment that prizes ownership, clarity, and continuous improvement. What You'll Do * Deliver remarkable service: Answer questions, present servicing options, and help clients navigate their products and services in a call center environment. * Resolve inquiries and transactions: Handle basic and intermediate (semi‑complex) calls and transactions from financial representatives and clients in registered areas while building proficiency in more complex work. * Research and problem‑solve: Investigate root causes and evaluate solutions-occasionally deviating from standard procedures when appropriate-to resolve complex issues efficiently. * Own the experience: Take ownership of calls, anticipate future issues, and proactively prevent repeat contacts or unnecessary transfers. * De‑escalate effectively: Guide clients through complex or unique inquiries while protecting the client experience. * Advocate for the field: Serve as a trusted partner to financial representatives, aligning on client needs and outcomes. * Champion digital & self‑service: Promote website and self‑service capabilities; understand the risks and downstream impacts of each transaction on the client or policy. * Connect systems to outcomes: Understand how systems and processes connect to produce accurate, timely results. * Drive change: Embrace continuous improvement and help create processes and provisions that accommodate evolving business needs. * Build loyalty: Foster professional relationships that enhance brand loyalty and trust. * Protect confidentiality: Handle phone and transactional work with strict privacy and confidentiality standards. * Adapt to demand: Shift priorities fluidly to meet business and customer needs. * Ensure good order at maturity: Review income plan election forms for "good order," resolve NIGO items with field partners, and maintain case tracking for maturing annuity contracts. * Support suitability & compliance: For fixed, variable, blended, or portfolio income plans, confirm required suitability forms are completed by licensed/trained financial representatives. Qualifications * Associate's degree in business or related field, or equivalent combination of education and experience. * Minimum 2 years of customer service experience with proven client‑service skills. * Strong organization skills and the ability to prioritize. * A continuous learning mindset and curiosity for improvement. * Demonstrated problem‑solving skills and the ability to provide clear options. * Proficiency with modern software tools and solid keyboarding skills. * FINRA Licensing: Series 6 and Series 6 Skills You Have Change Adaptability (NM) - Intermediate Adapts readily to continual change; stays open to new methods and ways of working, and adjusts behavior to suit the situation and evolving business needs. Financial Services Industry Acumen (NM) - Intermediate Understands key concepts, regulations, products, and trends in financial services; applies this knowledge to support informed, compliant, and client‑centric decisions. Adaptive Communication (NM) - Intermediate Conveys complex information clearly to targeted audiences; bridges communication between technical and non‑technical stakeholders with tailored messaging. Customer Service Mindset (NM) - Intermediate Anticipates customer needs and uses insights to solve problems and drive outcomes; leverages trends to help customers make informed decisions and ensure satisfaction. Analytical Thinking (NM) - Intermediate Organizes and compares data to identify core issues; applies business acumen and problem‑solving skills to think critically and improve processes. #LI-Remote This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $21.35 Pay Range - End: $32.02 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

add jd WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

add jd WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We're seeking someone to join our team as a Section Manager in Client Service Center to oversee a team of Service Professionals who provide phone support to clients and internal employees. In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships. This is a Sr. Associate Professional or a Team Supervisor position at Director level position at the P3 level within the Client Service & Relationship Management, which is responsible for managing internal and external client relationships. We do this by engaging in client service activities, optimizing the client experience, and managing vendor/external business partner relationships. Columbus At Morgan Stanley Columbus, we support the Firm's global Wealth Management, Private Banking, Operations and Technology divisions. Morgan Stanley has been rooted in the Columbus community since 2003. We offer best-in-class centers of excellence to support our clients with various call centers achieving J.D. Power certification since 2018. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. There's ample opportunity for innovation, deep learning and career progression for those who show passion and grit in their work. And we proudly give back to local nonprofit organizations in the Columbus community by offering up our unique skillsets, thousands of volunteer hours and dedicated financial support. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. What you'll do in the role: - Serve as the primary supervisor within specific line or project area with accountability to associated risks - Manage direct reports, leading 1:1s and career development, attracting and retaining high quality talent in line with our leadership commitments - Review resources to ensure adequate coverage to deliver BAU commitments, highlighting current and future needs to manager - Share expert knowledge across the team, contributing to team output and development, building relationships across the Firm What you'll bring to the role: - Ability to lead by example, work with drive and determination, adapt management style to suit individuals and ensure team is well supported with a sense of purpose - Prepared to challenge the status quo, raise concerns and/or needs of their team members - Ability to pitch communication appropriately according to the audience and demonstrate active listening skills - Culture carrier across Operations, embracing the Firm's core values and acting as a role model - Must obtain SIE/ Series 99 license if supervising a covered function - At least 4 years' relevant experience would generally be expected to find the skills required for this role We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. United States (All States) It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Asia and India Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs. DUTIES and RESPONSIBILITIES: CLIENT SUPPORT Provide service coverage for a FA/PWA/team including: * Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships * Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) * Enter profile information or pre-fill account documentation on client accounts and/or documents in aa clerical capacity at the direction of the client and/or FA/PWA/team * Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization) * Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team * Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) * Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team * Supporting the FAs / PWAs / teams' marketing strategy (e.g., website maintenance) * Assist FAs / PWAs/ teams in delivering against their business plan and client service model * Remaining current on all policies, procedures, and new platforms * Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making outbound calls with updates on service requests (e.g., scheduling follow-up calls with FAs / PWAs / teams as needed) * Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials) * Maintaining travel itineraries, preparing expense reports and managing the reimbursement process * Assisting with general in-office support functions such as copying, filing and scanning documentation * Preparing and submitting expense reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience * High School Diploma/Equivalency * College degree preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred Knowledge/Skills * Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts * Detail orientated with superior organizational skills and ability to prioritize * Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint) * Exceptional writing, interpersonal and client service skills * Strong time management skills * Team player with the ability to collaborate with others * Ability to work in a fast-paced, evolving environment * Adaptable and ability to multitask * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

This position is responsible for quoting and selling insurance policy premiums to incoming sales prospects from advertising ad purchased leads while providing excellent customer service to new and existing customers. We are looking for someone to join our team as a Licensed Inside Sales Representative. Starting base pay is $25/hour with uncapped bonus plan available to you in addition to your base pay! Average variable compensation is roughly $2,000 per month but can vary and could be up to $5,000. Variable compensation will grow as we expand business in multiple states. You will assist clients with warm leads to educate, provide quotes and sell any, or all insurance products. This is done by demonstrating advantages of our products, services and benefits while also overcoming objections to purchase. You must CURRENTLY have an active Property and Casualty Producers License or a Personal Lines License to be considered for this role. By utilizing your bilingual skills, you will get a 7% shift premium. Position Compensation Range: $25.00 - $31.88 Pay Rate Type: Hourly Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities * Quotes and sells insurance products to new and current customer. * Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer. * Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history. * Explains coverage and payment options to the customer. * Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing. * Services existing customer policies as required including policy changes when customer service is not available. * Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention. * Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing. Specialized Knowledge & Skills Requirements * Possesses a thorough understanding of company guidelines with the ability to communicate those guidelines to customers and other employees. * Familiar with Microsoft Office applications. * Excellent written and verbal communication skills. * Able to multi-task with speed and accuracy. * Organizational and problem solving skills. Licenses You must hold an active Property and Casualty Insurance Producer's License or Personal Lines (Not Adjusters). American Family Insurance will pay to maintain your licenses after hire along with all CE requirements. By utilizing your bilingual skills (English/Spanish), you will get a 7% shift premium. Travel Requirements * Up to 25%. Physical Requirements * Work that primarily involves sitting/standing. Working Location While this position is primarily work from home, you would need to live near one of our talent areas listed to be able to travel to the office for in person meetings and events. These areas are located in: Madison, WI 53783; Boston, MA 02110; Denver, CO 80112; Eden Prairie, MN 55343; Keene, NH 03431; St. Joseph, MO 64507; Phoenix, AZ 85034; Atlanta, GA 30328; Green Bay, WI; Akron, OH; Las Vegas, NV Additional Information * Offer to selected candidate will be made contingent on the results of applicable background checks * Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions * Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation. #LI-PT1

If you don't currently hold your Property & Casualty Producer's License, American Family will assist you in obtaining your license after offer acceptance. American Family covers the cost of the self-study course and exam(s). This position is responsible for quoting and selling insurance policy premiums to incoming sales prospects from advertising ad purchased leads while providing excellent customer service to new and existing customers. In this primarily home-based role, you will spend 80% of your time (4+ days per week) working from home, proximate to one of our office locations (within approximately 100 miles). Those offices are: Madison, WI; Green Bay, WI; Phoenix, AZ; Minneapolis, MN; Akron, OH; Las Vegas, NV; Denver, CO; Atlanta, GA; Boston, MA; Keene, NH. On occasion you may be asked to travel to an office location for in person engagement activities such as team meetings, trainings, and culture events. Position Compensation Range: $25.00 - $31.88 Pay Rate Type: Hourly Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities * Quotes and sells insurance products to new and current customer. * Advises prospects on appropriate insurance coverage and options relative to prospect circumstances and meeting the needs of the customer. * Runs reports from various systems to verify accuracy of information provided by potential insured regarding insurance and driving history. * Explains coverage and payment options to the customer. * Responsible for outbound follow up on unsold internet leads which may have a likelihood of purchasing. * Services existing customer policies as required including policy changes when customer service is not available. * Follows up on underwriting department requests to ensure policy underwriting adherence and improve retention. * Attends sales meetings, seminars or educational activities to stay current with market trends, regulations and maintain state licensing. Specialized Knowledge & Skills Requirements * Possesses a thorough understanding of company guidelines with the ability to communicate those guidelines to customers and other employees. * Familiar with Microsoft Office applications. * Excellent written and verbal communication skills. * Able to multi-task with speed and accuracy. * Organizational and problem solving skills. Licenses * Must have or prepare to obtain Property and Casualty License within first 2 months of employment Travel Requirements * Up to 10%. Ideal candidates will have prior sales experience. #LI-Remote Additional Information * Offer to selected candidate will be made contingent on the results of applicable background checks * Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions * Sponsorship will not be considered for this position unless specified in the posting We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits. We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email *************** to request a reasonable accommodation. #LI-JM1