Customer Service & Insurance Operations Associate Position Available In New York, New York

Customer Service & Insurance Operations Associate Strategies for Wealth New York, NY 10022 • Hybrid work

Job Title:

Customer Service & Insurance Operations Associate Location:

Hybrid (New York area preferred)

Salary:

$65,000-$85,000, based on experience About the

Role:

We’re looking for a Customer Service & Insurance Operations Associate to join our growing team! In this role, you’ll support day-to-day operations and ensure our clients receive responsive, accurate, and empathetic service. You’ll work closely with internal teams and external partners to streamline processes and deliver a seamless customer experience. This is primarily remote position, but in the NYC office 1-2 days a week initially.

What You’ll Do:

Handle inbound client inquiries via phone and email Process policy changes, billing updates, and service requests Collaborate with underwriting and claims teams to resolve issues Maintain accurate records in our internal systems Identify opportunities to improve workflows and customer satisfaction

What We’re Looking For:

2-5 years of experience in customer service or insurance operations Strong communication and problem-solving skills Highly organized with excellent attention to detail Comfortable working in a fast-paced, team-oriented environment Experience in insurance (P&C, health, or life) is a plus Located in or near New York City is ideal

Job Type:

Full-time Pay:

$65,000.00 – $85,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Work from home

Shift:

8 hour shift

Experience:

Insurance (P&C, Health, Life): 3 years (Preferred) Ability to

Commute:

New York, NY 10022 (Preferred) Ability to

Relocate:

New York, NY 10022: Relocate before starting work (Preferred)

Work Location:

Hybrid remote in New York, NY 10022