Agent Onboarding Analyst 94630

Service Representative

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.

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 agentsoverseeing the contracting process so they can begin selling New York Life insurance. You will be a steward of the onboarding processassisting 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.

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

Job Level: LEVELCS2

Pay Transparency

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

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.