Agent Onboarding Analyst 94777

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 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.

What You’ll Do:

• 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

• Assist with 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.

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.

What You’ll Bring:

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Required Skills:

• 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

Preferred Skills:

• 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

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.