Agent Onboarding Analyst 93627
New York Life Insurance Company is seeking a customer service professional to join their Field Service Team. The Agent Onboarding Analyst will support the onboarding process for new agents, ensuring a smooth transition into selling life insurance by managing contracting processes and providing necessary support to partners.
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