Agent Onboarding & Contracting Specialist (Hybrid)

New York Life; Westlake Village (CA); Hybrid; USD 45,000 - 50,000; Full time

Benefits offered by this job

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Job summary

New York Life in Westlake Village, CA seeks a Service Representative to support agents and management by onboarding new agents, overseeing contracting, and ensuring a smooth onboarding process. You will work with Partners to turn candidates into ready-to-sell agents and keep operations running smoothly.

The role requires strong relationship-building, organizational abilities, effective communication, and a proactive approach to problem-solving to maintain trusted client service.

Qualifications

• Experience in customer service and/or office administration.
• Clear, professional communication (phone and email).
• Meticulous data entry and document review; audit-ready attention to detail.
• Proficiency with Microsoft 365; quick to learn new systems.
• Strong organization and time management; able to prioritize and meet SLAs.
• Discretion with sensitive information; compliance-first mindset.

Responsibilities

• Advance contracts in the contracting system.
• Track background-check and fingerprint results; follow up with Partners; resolve issues.
• Review onboarding paperwork for completeness and accuracy; resolve gaps.
• Communicate candidate status updates to Partners.
• Process forms to ensure agents are integrated in our systems correctly.
• Assist with in-person administrative responsibilities for the Managing Partner within the General Office.

Skills

Relationship-building

Organizational abilities

Effective communication

Problem-solving

Stakeholder service

Data entry

Education

Associate or bachelor’s degree

Tools

Microsoft 365 (Word, Excel, Outlook, Teams)

Job description

New York Life in Westlake Village, CA seeks a Service Representative to support agents and management by onboarding new agents, overseeing contracting, and ensuring a smooth onboarding process. You will work with Partners to turn candidates into ready-to-sell agents and keep operations running smoothly.

The role requires strong relationship-building, organizational abilities, effective communication, and a proactive approach to problem-solving to maintain trusted client service.