Agent Onboarding Analyst 94143

About the role

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.

Responsibilities

• Perform tasks in the contracting system to advance contracts along in the process.
• Track background-check and fingerprint results; follow up with Partners; escalate issues as needed.
• Review onboarding paperwork for completeness and accuracy; resolve data or documentation gaps.
• Communicate with Partners to provide candidate status updates and answer questions.
• Process forms to ensure agents are integrated in our systems correctly.
• Afford in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office.

Requirements

• Experience in a customer service and/or office administration.
• Clear, professional communication (phone and email) and strong stakeholder service.
• Meticulous data entry and document review; audit-ready attention to detail.
• Proficiency with Microsoft 365 (Word, Excel, Outlook, Teams); quick to learn new systems.
• Strong organization and time management; able to prioritize and meet SLAs.
• Discretion with sensitive information; compliance-first mindset.

Qualifications

• Associate or bachelor’s degree.
• Experience in insurance/financial services, licensing/contracting, or new agent onboarding.
• Familiarity with background checks/fingerprinting workflows and basic FCRA concepts.

Skills

• Strong relationship-building skills.
• Effective communication (phone and email).
• Proactive problem-solving approach.

Benefits

• Paid Vacation.
• Health Care.
• 401K match.
• Pension Plan.
• Tuition Assistance.
• Flexible Spending Accounts.
• Student Loan Repayment Program.

Pay

Competitive full-time base salary, overtime eligibility plus target bonus.

Schedule

This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM – 5:00 PM.