Agent Onboarding Specialist

New York Life; Jacksonville (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 Jacksonville to help onboard new agents and manage contracting so they can begin selling our life insurance products. You will ensure a smooth onboarding process and maintain strong support for Partners throughout the contracting workflow.

In this hybrid role, you will handle data entry, communications, and documentation with attention to detail, while collaborating with the Managing Partner and other office staff to meet SLAs and deliver

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.
• 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

Responsibilities

• Perform tasks in the contracting system to advance contracts along in the process.
• Track background-check and fingerprint results; follow up with Partners; elevate 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

Communication

Data entry

Organizational skills

Time management

Education

Associate or bachelor's degree

Tools

Microsoft 365

Word

Excel

Outlook

Job description

New York Life is seeking a Service Representative in Jacksonville to help onboard new agents and manage contracting so they can begin selling our life insurance products. You will ensure a smooth onboarding process and maintain strong support for Partners throughout the contracting workflow.

In this hybrid role, you will handle data entry, communications, and documentation with attention to detail, while collaborating with the Managing Partner and other office staff to meet SLAs and deliver