Agent Onboarding Analyst 92771

New York Life Insurance Company is a Fortune 100 mutual company committed to delivering exceptional experiences for its agents and clients. The Agent Onboarding Analyst will play a crucial role in onboarding new agents, overseeing the contracting process, and ensuring a smooth transition for candidates to become ready-to-sell agents.

Responsibilities

• 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

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
• 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

Benefits

• Paid Vacation
• Health Care
• 401K match
• Pension Plan
• Tuition Assistance
• Flexible Spending Accounts
• Student Loan Repayment Program

Company Overview