Agent Onboarding Analyst 93198
New York Life Insurance Company is seeking a customer service professional to join their Field Service Team. The Agent Onboarding Analyst will support agents and management by overseeing the onboarding process for new agents, ensuring a smooth transition into selling New York Life insurance. 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 Skills 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 This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting 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 Benefits Paid Vacation Health Care 401K match Pension Plan Tuition Assistance Flexible Spending Accounts Student Loan Repayment Program Company Overview For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime. It was founded in 1845, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is