Support onboarding of new insurance agents by processing contracting paperwork tracking background checks/fingerprinting resolving documentation gaps communicating status to partners and performing data entry and in-person support to integrate agents into company systems.

Job Requisition ID: 94239
Location Designation: Hybrid - 4 days per week
Agent Onboarding Analyst
***Hybrid work schedule: work in office 4 days work from home 1 day***
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 responsibilities to provide the support required of the Agents and Agency Managers within the General Office.

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.
Shift Information
This is a hybrid position Monday through Friday (onsite 4 days work from home 1 day). Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM.
Salary
Competitive full-time base salary overtime eligibility plus target bonus
Benefits
Paid Vacation Health Care 401K match Pension Plan Tuition Assistance Flexible Spending Accounts Student Loan Repayment Program
Career Opportunities
New York Life offers a variety of corporate opportunities within the Service Organization including management quality control training underwriting and claims
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Pay Transparency
Salary Range: $45000-$50000
Overtime eligible: Nonexempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary bonus. In addition to base salary employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology- data- and AI-enabled organization we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking collaborative problem-solving and purpose-driven innovation. Here you'll find the rare balance of long-standing stability and forward momentum supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company we offer a place to grow your skills contribute to meaningful work and deliver solutions that matter. Your ideas drive what's next and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce including leave programs adoption assistance and student loan repayment programs. Based on feedback from our employees we continue to refine and add benefits to our offering so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life fostering an inclusive workplace is fundamental to who we are and how we serve our communities. 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. By embracing a broad range of perspectives and experiences we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the Foundation. 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.
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 94239
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