Agent Onboarding Analyst 94630

New York Life Insurance Co; Charlotte (NC); Hybrid; USD 43,000 - 48,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits

Job summary

New York Life Insurance Co. in Charlotte, NC seeks a Service Experience onboarding analyst to support agents and management. You’ll oversee contracting, onboarding paperwork, and candidate status communications to ensure a smooth path to becoming ready-to-sell agents.

The role requires strong customer service, organizational skills, and experience with Microsoft 365. The position offers a hybrid schedule with some in-office and remote days, and a competitive base plus discretionary bonus.

Qualifications

• Experience in a customerservice 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

Responsibilities

• Perform tasks in the contracting system to advance contracts along the process
• Track background-check and fingerprint results; follow up with Partners; escape 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 administrative responsibilities to provide the support required of the Managing Partner within the General Office such as phone assistance, calendaring and executive correspondence
• This position currently follows a 4/1 schedule, with four days in the office and one day remote. This schedule may change to five days in the office based on business needs.

Skills

Customer service

Office administration

Clear communication

Data entry accuracy

Time management

Discretion with sensitive information

Education

Associate or bachelor’s degree

Tools

Microsoft 365

Job description

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Agent Onboarding Analyst 94630

Charlotte, North Carolina, United States

Service Experience Value Stream

Hybrid

Charlotte, North Carolina, United States

Hybrid

Job Description

Requisition ID

94630

Job Function

Service Experience Value Stream

Location

Charlotte,North Carolina,United States

Role Location Designation

Job Requisition ID:94630

Business Unit Overview:

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you’re helping an agent meet their clients’ life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview:

Our local General Office is seeking a customer service professional to support our agents and management team. As a Service Representative,you’llwork 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—assistingwith turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners.

WhatYou’llDo:

Perform tasks in the contracting system to advance contracts alonginthe process.

Track background-check and fingerprint results; follow up with Partners; escape 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

Assistwith in-person administrative responsibilities to provide the supportrequiredofthe Managing Partner within the General Office such as phoneassistance,calendaringand executive correspondence.

This position currently follows a 4/1 schedule, with four days in the office and one day remote. This schedule may change to five days in the office based on business needs.

WhatYou’llBring:

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Required Skills:

Experience ina customerservice 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

Proficiencywith 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

Preferred Skills:

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

Training & Development

Customer Service Representatives receive 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.

Competitive full-time base salary, overtime eligibility plus target bonus

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

Job Level: LEVELCS2

Pay Transparency

Salary Range:$43,000-$47,500

Discretionary bonus eligible:Yes

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting.

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site .

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.

Recognized as one of Fortune’s World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation .We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com .

Job Requisition ID: 94630

Disclaimer 1 :

Eligibility for, and benefits under, the Pension Plan and 401(k) Savings Plan (“Plans”) are determined in accordance with the terms of the applicable plan document. Employees of certain subsidiaries, including but not limited to Group Benefit Solutions, employees of Life Insurance Company of North America and New York Life Group Insurance Company of NY, are not eligible to participate in the Pension Plan. In the event of a conflict between this information and the applicable plan document, the applicable plan document governs. The Company reserves the right to amend or terminate the Plans at any time.