Agent Onboarding Analyst 94400

Location Hybrid – 4 days per week Overview Our local General Office is seeking a customer service professional to support agents and management. As a Service Representative, you’ll work with Partners to onboard new agents, overseeing the contracting process and ensuring agents are ready to sell New York Life insurance. Responsibilities Perform tasks in the contracting system to advance contracts through the process. Track background‑check and fingerprint results; follow up with Partners and elevate 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 correctly in our systems. Assist with in‑person responsibilities to support Agents and Agency Managers within the General Office. Required Skills Experience in 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) and 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. Shift Information Full‑time onsite Monday through Friday. Candidates should be flexible to work any 7.5‑hour shift between 8:00AM and 5:00PM. Salary Competitive full‑time base salary, overtime eligibility plus target bonus. Benefits Paid vacation, health care, 401(k) match, pension plan, tuition assistance, flexible spending accounts, student loan repayment program. Training & Development On‑the‑job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided. Compliance This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting. #J-18808-Ljbffr New York Life