Agent Onboarding Analyst 94400
About the role
The local General Office is seeking a customer service professional to support our agents and management team. As a Service Representative, you’ll work with our Partners to onboard new agents—overseeing the contracting process so they can begin selling New York Life insurance. You will be a steward of the onboarding process—assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners.
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.
- Aid in 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).
- Meticulous data entry and document review.
- Proficiency with Microsoft 365.
- Strong organization and time management.
- Discretion with sensitive information.
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.
Salary Range
$45,000-$50,000
Overtime Eligible
Nonexempt
Discretionary Bonus Eligible
Yes
Sales Bonus Eligible
No
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 are provided to help you gain the necessary skills to be successful.
Shift Information
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.
Commitment to Inclusion
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.
New York Life’s Leadership in Inclusion
We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.