Agent Onboarding Analyst 94636

Role Overview

Our local General Office is seeking a customer service professional to support our agents and management team. As a Service Representative, you’ll work with our Partners to onboard new agents—overseeing the contracting process so they can begin selling New York Life insurance. You will be a steward of the onboarding process—assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners.

Key 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 administrative responsibilities to provide the support required of the Managing Partner within the General Office such as phone assistance, calendaring and executive correspondence.

Requirements & Tech Stack

• 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.

Preferred Qualifications

• 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.

Note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

This position currently follows a 4/1 schedule, with four days in the office and one day remote. This schedule may change to five days in the office based on business needs.