Agent Onboarding Analyst 93062
New York Life Insurance Company is seeking a customer service professional to support their agents and management team. The Agent Onboarding Analyst will oversee the onboarding process for new agents, ensuring they are ready to sell insurance and providing a seamless experience for both agents and clients.
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
- 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