Agent Onboarding Analyst

Job Location

Hybrid – 4 days per week (Hybrid - 4 days per week)

Field Service Team – driving the delivery of exceptional experiences for New York Life’s agents and clients. Shape seamless customer experiences, support strategic initiatives, and educate agents on innovative digital solutions to foster customer trust and loyalty.

Customer Service Representative supporting agents and the management team. Onboard new agents by overseeing contracting, turning candidates into ready-to-sell agents, and keeping everything running smoothly for our Partners.

• Advance contracts in the contracting system.
• Track background‑check and fingerprint results; follow up and escalate issues as needed.
• Review onboarding paperwork for completeness and accuracy; resolve 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 support Agents and Agency Managers within the General Office.

• Experience in 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.

• 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.

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.

Full‑time onsite Monday through Friday. Candidates should be flexible to work any 7.5‑hour shift between 8:00 AM – 5:00 PM.

Competitive full‑time base salary, overtime eligibility plus target bonus.

Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program.

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting, and claims.

Salary Range: $40,000 – $43,000

Please note:

This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.