Agent Onboarding Analyst 94329

New York Life Insurance Co•Town of Huntington, NY

3d•$45,000 - $50,000•Hybrid

About The Position

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.

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.
Assist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General Office.