Agent Onboarding Analyst 95323

New York Life•St. Louis, MO

5d•$43,000 - $47,500•Hybrid

About The Position

New York Life’s local General Office is seeking a customer service professional to support agents and the management team. The Agent Onboarding Analyst works with Partners to onboard new agents, overseeing the contracting process so they can begin selling New York Life insurance. The role supports candidates through onboarding, helping them become ready-to-sell agents and keeping the process running smoothly for Partners. The position currently follows a hybrid 4/1 schedule: four days in the office and one day remote. The schedule may change to five days in the office based on business needs. The role is full-time, overtime-eligible, and includes a target bonus.

Requirements

Experience in customer service and/or office administration.
Clear, professional communication by phone and email, with strong stakeholder service.
Meticulous data entry and document review, with audit-ready attention to detail.
Proficiency with Microsoft 365, including Word, Excel, Outlook, and Teams, and ability to learn new systems quickly.
Strong organization and time-management skills, with the ability to prioritize and meet SLAs.
Discretion when handling sensitive information and a compliance-first mindset.
Strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving.

Nice To Haves

Associate or bachelor’s degree.
Experience in insurance or financial services, licensing or contracting, or new agent onboarding.
Familiarity with background-check and fingerprinting workflows and basic FCRA concepts.

Responsibilities

Perform tasks in the contracting system to advance contracts through the process.
Track background-check and fingerprint results, follow up with Partners, and escalate issues as needed.
Review onboarding paperwork for completeness and accuracy, and resolve data or documentation gaps.
Communicate with Partners to provide candidate status updates and answer questions.
Process forms to ensure agents are integrated correctly into company systems.
Provide in-person administrative support to the Managing Partner within the General Office, including phone assistance, calendaring, and executive correspondence.