Agent Onboarding Analyst 95323

New York Life Insurance•Saint Louis, MO

4d•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 oversees the contracting process for new agents, helping turn candidates into agents who are ready to sell New York Life insurance and keeping the onboarding process running smoothly for Partners. The role includes advancing contracts in the contracting system, tracking background-check and fingerprint results, reviewing onboarding paperwork, communicating candidate status, and processing forms so agents are integrated into company systems. It also provides in-person administrative support to the Managing Partner, including phone assistance, calendaring, and executive correspondence. The position follows a four-days-in-office and one-day-remote schedule, which may change to five days in the office based on business needs. Customer Service Representatives receive on-the-job training in the insurance industry, product and policy provisions, and transaction processing, with coaching and feedback to support success.

Requirements

Experience in customer service and/or office administration.
Clear, professional communication by phone and email and 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 the ability to learn new systems quickly.
Strong organization and time management, with the ability to prioritize and meet service-level agreements.
Discretion with sensitive information and a compliance-first mindset.
Pre-hire fingerprinting is required for this FINRA-licensed and/or FINRA Associated Person role.

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.