Agent Onboarding Analyst

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.
• Afford in-person administrative responsibilities to provide the support required of the Managing Partner within the General Office such as phone assistance, calendaring and executive correspondence.

Requirements

This position currently follows a 4/1 schedule, with four days in the office and one day remote. This schedule may change to five days in the office based on business needs.

Qualifications

• 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.

Skills

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

Benefits

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

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.

Pay

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

Pay Transparency

Salary Range: $43,000-$47,500

Discretionary bonus eligible

Yes

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.

Our 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.