Agent Onboarding Specialist (Hybrid)

New York Life Insurance Co.; New York (NY); 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 Insurance Co. is seeking a Service Representative in our hybrid General Office to support agents and management. You will onboard new agents, oversee contracting, and ensure a smooth process from candidate to ready-to-sell status.

You will manage contracting tasks, verify background checks, review onboarding paperwork, and provide updates to Partners, while handling documentation and system integration with care.

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).
• 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; escalates 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 responsibilities to provide the support required of the Agents and Agency Managers within the General Office.

Skills

Customer service

Office administration

Professional communication

Data entry

Microsoft 365

Organization

Discretion

Education

Associate or Bachelor’s degree

Tools

Microsoft 365

Job description

New York Life Insurance Co. is seeking a Service Representative in our hybrid General Office to support agents and management. You will onboard new agents, oversee contracting, and ensure a smooth process from candidate to ready-to-sell status.

You will manage contracting tasks, verify background checks, review onboarding paperwork, and provide updates to Partners, while handling documentation and system integration with care.