Agent Onboarding Specialist

New York Life; Austin (TX); 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 to support agents and management, guiding onboarding and contracting so new agents can start selling. You will coordinate with Partners to ensure a smooth entry into the field and maintain accurate processing across systems.

Hybrid role with four days in the office and one day remote, requiring strong communication, meticulous data handling, and proactive issue resolution to keep onboarding on track and compliant with policy requirements.

Qualifications

• Experience in a customer service and/or office administration role.
• Clear, professional communication (phone and email).
• Meticulous data entry and audit-ready attention to detail.
• Proficiency with Microsoft 365 (Word, Excel, Outlook, Teams).
• Strong organization and time management; able to prioritize and meet SLAs.
• Discretion with sensitive information; compliance-first mindset.

Responsibilities

• Perform tasks in contracting system to advance contracts in process.
• Track background-check and fingerprint results; follow up with Partners.
• Review onboarding paperwork for completeness and accuracy; resolve gaps.
• Communicate with Partners to provide candidate status updates.
• Process forms to ensure agents are integrated in the systems correctly.
• Assist with in-person administrative responsibilities to support Managing Partner.

Skills

Customer service

Office administration

Clear communication

Data entry

Microsoft 365

Organization

Discretion

Time management

Education

Associate or bachelor’s degree

Tools

Microsoft 365

Job description

New York Life is seeking a Service Representative to support agents and management, guiding onboarding and contracting so new agents can start selling. You will coordinate with Partners to ensure a smooth entry into the field and maintain accurate processing across systems.

Hybrid role with four days in the office and one day remote, requiring strong communication, meticulous data handling, and proactive issue resolution to keep onboarding on track and compliant with policy requirements.