Agent Onboarding Analyst 92771

New York Life•Maitland, FL

54d•$43,000 - $47,500•Hybrid

About The Position

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty. 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. Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.

Requirements

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

Nice To Haves

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

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