Agent Onboarding Analyst 94643

New York Life Insurance Co

Westlake Village (CA)

Hybrid

USD 45,000 - 50,000

Full time

2 days ago

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Benefits offered by this job

Full benefits

Leave programs

Adoption assistance

Student loan repayment

Job summary

New York Life Insurance Co in Westlake Village, CA is seeking a Service Representative to support agents and management. You will oversee the contracting process, turning candidates into ready-to-sell agents and ensuring smooth operations for Partners in a hybrid work setting.

The role requires strong relationship-building, organization, and proactive problem-solving to maintain compliance and timely onboarding. Training and competitive salary with benefits are provided.

Qualifications

Experience in customer service and/or office administration.
Clear, professional communication and strong stakeholder service.
Meticulous data entry and document review; audit-ready attention to detail.

Responsibilities

Perform tasks in the contracting system to advance contracts along 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 administrative responsibilities to support the Managing Partner within the General Office.

Skills

Customer service

Office administration

Communication

Data accuracy

Microsoft 365

Time management

Discretion

Education

Associate or bachelor’s degree

Tools

Microsoft 365

Job description

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Westlake Village, California, United States

Service Experience Value Stream Hybrid No more matching jobs. View All Jobs

Westlake Village, California, United States

Hybrid

Job Description

Requisition ID

94643

Job Function

Service Experience Value Stream

Location

Westlake Village,California,United States

Role Location Designation

Job Requisition ID:94643

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; escalation 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 supportrequired of the 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:$45,000-$50,000

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: 94643

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