Hybrid Agent Onboarding Specialist

New York Life; Bridgewater (MA); 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 in onboarding and contracting processes. You will oversee candidate status, ensure complete onboarding documentation, and maintain smooth integration into our systems.

The role emphasizes strong communication, meticulous data handling, and adherence to compliance standards, with hybrid work and a base in a busy General Office environment.

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 contracting tasks to advance contracts in the contracting system.
• 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 support the Managing Partner within the General Office.

Skills

Customer service

Office administration

Clear communication

Data entry

Stakeholder service

Education

Associate or bachelor’s degree

Tools

Microsoft 365

Job description

New York Life is seeking a Service Representative to support agents and management in onboarding and contracting processes. You will oversee candidate status, ensure complete onboarding documentation, and maintain smooth integration into our systems.

The role emphasizes strong communication, meticulous data handling, and adherence to compliance standards, with hybrid work and a base in a busy General Office environment.