Agent Onboarding & Contracts Specialist

New York Life; Tampa (FL); Hybrid; 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 in Tampa to support agents and management by overseeing contracting and onboarding processes. You will assist with turning candidates into ready-to-sell agents and keep operations running smoothly for Partners.

The role emphasizes strong communication, data accuracy, and proactive problem-solving, with a hybrid schedule (4 days in office, 1 day remote). A customer-service mindset and compliance focus are essential.

Qualifications

• Experience in 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; resolve issues as needed.
• Review onboarding paperwork for completeness and accuracy; address data 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.

Skills

Customer service experience

Office administration

Clear professional communication

Data entry accuracy

MS 365 proficiency

Time management & SLAs

Education

Associate or bachelor’s degree

Tools

Microsoft 365

Job description

New York Life is seeking a Service Representative in Tampa to support agents and management by overseeing contracting and onboarding processes. You will assist with turning candidates into ready-to-sell agents and keep operations running smoothly for Partners.

The role emphasizes strong communication, data accuracy, and proactive problem-solving, with a hybrid schedule (4 days in office, 1 day remote). A customer-service mindset and compliance focus are essential.