Title: Life Insurance New Business Service Representative 93723 Location: Jacksonville, Florida, United States Hybrid Job Description Requisition ID 93723 Department Service Experience Value Stream Job Function Service Experience Value Stream Location Jacksonville,Florida,United States Role Location Designation Hybrid - 4 days per week Location Designation: Hybrid - 4 days per week Business Unit Overview Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. Role Overview: Our local General Office is excited to find service professionals who support our insurance agents, clients, and management team. As a Service Representative, you will support the agents practice by managing insurance policy applications as they move through the new business process. Representatives use their solid knowledge of our systems and processes to assist agents with their questions and process service requests with ease. Whether our agents are looking to expedite applications, make a change to an insurance policy, or help their client with a service request, you will be equipped to help them do so. What You’ll Do: - Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication - Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters - Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process - Answer incoming calls, greeting customers and potential agent candidates may be required - Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office. What You’ll Bring: Required Skills - The ideal candidate should have 2 or more years of customer service and administrative experience - Strong computer skills with proficiency in the Microsoft Office Suite - Demonstrated ability to multitask effectively - Strong written and verbal communication skills required Preferred Skills - Associates, or Bachelor’s degree preferred, or equivalent years of related experience Training & Development Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions and transaction processing. Coaching and feedback is provided to help you gain the necessary skills to be successful. Shift Information This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM during the work week. Salary Competitive full-time base salary, overtime eligibility plus target bonus Benefits Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program Career Opportunities New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims. Pay Transparency Salary Range: $43,000-$47,500 Overtime eligible: Nonexempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​ 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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. Job Requisition ID: 93723

• Ad Operations — Coordinate post-sale execution of ad campaigns including banner ads, sponsored content (deep dives, newsletters), and social media placements. • API Operations — Manage post-sale onboarding, coordination, and ongoing support for API clients. • Client Management — Own client communications across email, Telegram, and other channels; confirm specs, timelines, and deliverables; keep clients informed at every stage. • Performance Reporting — Build and deliver campaign performance reports; analyze results and surface actionable optimization recommendations. • Internal Coordination — Work cross-functionally with content, design, and sales teams to ensure assets are delivered on time and to spec.

Role Description The Business Development Executive (BDE) will lead the activities in selected target markets to identify and assist high volume healthcare opportunities. The BDE will assist in the development, implementation and execution of marketing plan, and ensure high involvement in all industry-specific activities and associations. - Identifies and qualifies new business opportunities within hospitals and surgery centers - Maintains pre-set standards and controls for healthcare processes - Exceed quota on rental and direct sale new business for selected market - Conducts periodic education and training sessions as requested by the Sr. VP of Sales, Regional Vice President (RVP) or Director of Sales (DOS) - Develops and presents professional proposals and presentations - Utilize the approved Vestis sales force automation tool to record daily sales activities, create schedules and provide comprehensive updates on prospects and their movement through the sales funnel - Implements Account Executive (AE) prospect management processes - Monitors prospect management report - Develops a schedule of regular (weekly/monthly) meetings with the individual Sales Team in the BDE’s territory - Initiates regular target account strategy meetings with the appropriate Sales and Operations team members - Provides input on marketing campaigns and plans - Will communicate and provide support to help in executing marketing campaigns and plans - Attends tradeshows and industry events - Should become active members in industry specific associations - Develop relationships with Vestis operations and sales support teams - Support best practices by sharing information with other BDE’s - Ensures adherence to sales policies, including: commission plans, account size, minimums, national account policies, lead process and regional account processes - Performs other duties as assigned or requested. Qualifications - Sales experience in the healthcare industry would be a plus - Excellent communication skills (oral and written) - Strong presentation skills - Knowledge of sales force systems - Strong customer service skills Requirements - 5-7 years’ experience in sales and marketing in the uniform industry is preferred - Must be willing to travel up to 50% Company Description Vestis® is the second largest provider in the industry with over 300,000 customer locations and approximately 20,000 teammates across North America. Vestis® is a leader in the B2B uniform and workplace supplies category. - Provides clean and safe uniform services and workplace supplies to a broad range of North American customers from Fortune 500 companies to locally owned small businesses across a broad set of end markets. - The Company’s comprehensive service offering includes a full-service uniform rental program, cleanroom and other specialty garment processing, floor mats, towels, linens, managed restroom services, first aid supplies and more.

• Conduct outbound outreach via phone, email, and virtual meetings • Qualify inbound and outbound leads and understand potential clients needs • Schedule discovery calls and assist in moving prospects through the sales pipeline • Maintain organized and detailed CRM records of all interactions