Hybrid Agent Onboarding Specialist

New York Life; Charlotte (NC); 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 in Charlotte, NC seeks a Service Representative to support agents and management by overseeing contracting and onboarding so new agents can begin selling.

This hybrid role requires strong communication, meticulous data handling, and proficiency with Microsoft 365 to manage paperwork, background checks, and partner inquiries.

You\'ll coordinate scheduling and executive correspondence, ensuring SLAs are met and processes run smoothly across the General Office.

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; 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

Attention to Detail

MS 365

Time Management

Discretion

Education

Associate or Bachelor’s degree

Tools

MS 365

Word

Excel

Outlook

Teams

Job description

New York Life in Charlotte, NC seeks a Service Representative to support agents and management by overseeing contracting and onboarding so new agents can begin selling.

This hybrid role requires strong communication, meticulous data handling, and proficiency with Microsoft 365 to manage paperwork, background checks, and partner inquiries.

You\'ll coordinate scheduling and executive correspondence, ensuring SLAs are met and processes run smoothly across the General Office.