Agent Onboarding & Contracts Specialist

New York Life; Phoenix (AZ); On-site; USD 43,000 - 48,000; 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 is seeking a Service Representative for our Field Service Team in the Phoenix area. You’ll onboard new agents with Partners, overseeing contracting so they can begin selling life insurance.

You’ll manage the onboarding process and ensure smooth operations for our Partners, while supporting the General Office and managing administrative tasks. The role emphasizes customer service, data accuracy, and compliance with FINRA fingerprinting requirements, with a full-time onsite schedule

Qualifications

• 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.

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 administrative responsibilities to provide the support required of the Managing Partner within the General Office such as phone assistance, calendaring and executive correspondence.

Skills

Customer service

Office administration

Professional communication

Data entry

Microsoft 365

Time management

Discretion

Education

Associate or bachelor's degree

Tools

Microsoft 365

Job description

New York Life is seeking a Service Representative for our Field Service Team in the Phoenix area. You’ll onboard new agents with Partners, overseeing contracting so they can begin selling life insurance.

You’ll manage the onboarding process and ensure smooth operations for our Partners, while supporting the General Office and managing administrative tasks. The role emphasizes customer service, data accuracy, and compliance with FINRA fingerprinting requirements, with a full-time onsite schedule