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.ResponsibilitiesPerform tasks in the contracting system to advance contracts along in the processTrack background-check and fingerprint results; follow up with Partners; escalate issues as neededReview onboarding paperwork for completeness and accuracy; resolve data or documentation gapsCommunicate with Partners to provide candidate status updates and answer questionsProcess forms to ensure agents are integrated in our systems correctlyAssist with in-person responsibilities to provide the support required of the Agents and Agency Managers within the General OfficeSkillsExperience in a customer service and/or office administrationClear, professional communication (phone and email) and strong stakeholder serviceMeticulous data entry and document review; audit-ready attention to detailProficiency with Microsoft 365 (Word, Excel, Outlook, Teams); quick to learn new systemsStrong organization and time management; able to prioritize and meet SLAsDiscretion with sensitive information; compliance-first mindsetThis role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprintingAssociate or bachelor's degreeExperience in insurance/financial services, licensing/contracting, or new agent onboardingFamiliarity with background checks/fingerprinting workflows and basic FCRA conceptsBenefitsPaid VacationHealth Care401K matchPension PlanTuition AssistanceFlexible Spending AccountsStudent Loan Repayment ProgramCompany OverviewFor 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 https://www.newyorklife.com/.



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