Agent Onboarding Analyst 94153

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 responsibilities to provide the support required of the Agents and Agency Managers within the General Office.

What You'll Bring:

• 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 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:

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

Pay Transparency:

Salary Range: $45,000-$50,000

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.