Agent Onboarding Analyst 93198

New York Life Insurance Company is seeking a customer service professional to join their Field Service Team. The Agent Onboarding Analyst will support agents and management by overseeing the onboarding process for new agents, ensuring a smooth transition into selling New York Life insurance.

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
• Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office

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
• This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
• 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