Agent Onboarding Analyst

New York Life Insurance Company • New Orleans, LA • 5h ago

Job Requisition ID: [[id]]

Location Designation: [[cust_rolelocationdesignation]]

Business Unit Overview:

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life's agents and clients. As part of our diverse team, you will have the opportunity to shape seamless customer experiences. Whether you're helping an agent meet their clients' life insurance needs, supporting strategic initiatives designed to enhance our operating environment, or educating our agents on innovative digital solutions, your work will have a direct and powerful impact on our success in fostering customer trust and loyalty.

Role Overview:

Our local General Office is seeking a customer service professional to support our agents and management team. As a Service Representative, you'll work with our Partners to onboard new agents-overseeing the contracting process so they can begin selling New York Life insurance. You will be a steward of the onboarding process-assisting with turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners.

What You'll Do:

Perform tasks in the contracting system to advance contracts along in the process.

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 responsibilities to provide the support required of the Agents and Agency Managers within the General Office.

What You'll Bring:

The role requires strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving, ensuring the smooth functioning of the organization.

Required Skills :

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

Preferred Skills:

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

Training & Development

Customer Service Representatives receive on-the-job training to learn about the insurance industry, product and policy provisions, and transaction processing. Coaching and feedback are provided to help you gain the necessary skills to be successful.

Shift Information

This is a full-time onsite position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift between 8:00 AM - 5:00 PM.

Salary

Competitive full-time base salary, overtime eligibility plus target bonus

Benefits

Paid Vacation, Health Care, 401K match, Pension Plan, Tuition Assistance, Flexible Spending Accounts, Student Loan Repayment Program

Career Opportunities

New York Life offers a variety of corporate opportunities within the Service Organization, including management, quality control, training, underwriting and claims

? Job Level: [[custLevelobj]]

Pay Transparency

Salary Range: [[cust_salaryRangePosting]]

Overtime eligible: [[customString6]]

Discretionary bonus eligible: [[cust_merit]]

Sales bonus eligible: [[stockPackage]]

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note : This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click here (https://performancemanager8.successfactors.com/doc/custom/NYLPRD/6338\0524 HR Talent Acquisition Employee Benefits PDFNYL_FINAL.pdf) to discover more about our comprehensive benefit options or visit ourNYL Benefits Site (https://nylbenefits.com/) .

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.Click here (https://www.newyorklife.com/newsroom/featured-awards) to learn more about New York Life's leadership in this space.?

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation (http://www.newyorklife.com/foundation) . We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit theCareers (https://www.newyorklife.com/about/careers/) page of www.NewYorkLife.com .

Job Requisition ID: [[id]]

Similar Jobs

Pharmacy Operations Manager

Walgreens • Marrero, LA • 46min ago

Hospital & Medical

Job Description: Where state and federal laws/regulations allow, accountable for performing day-to-day non-clinical pharmacy operations, administrative activities; Ensures efficient pharmacy workflow and a positive patie...

46min ago

Go to Apply

Administrative Coordinator 4

Southeast Louisiana flood protection authority • New Orleans, LA • 57min ago

Management & Administrative

Administrative Coordinator 4 Salary $2,732.00 - $4,682.00 Monthly Location New Orleans, LA Job Type Classified Job Number 221167 Department SE LA Flood Protection Auth-East About this Job OUR MISSION Our mission is to en...

57min ago

Go to Apply

Electrician Specialist

Southeast Louisiana flood protection authority • New Orleans, LA • 1h ago

Manufacturing & Warehouse

Electrician Specialist Salary $3,649.00 - $6,566.00 Monthly Location New Orleans, LA Job Type Classified Job Number 221190 Department SE LA Flood Protection Auth-East Description About this Job Our mission is to ensure t...

1h ago

Go to Apply

Triage Processor

First Horizon Bank • Metairie, LA • 3h ago

Description Location: On site at location listed in job posting Summary Do you enjoy processing loan applications? Does working with customer credit, underwriters and line partners bring satisfaction in your work life? I...

3h ago

Go to Apply

Medical Assistant

CenterWell • Marrero, LA • 3h ago

Hospital & Medical

Become a part of our caring community The Medical Assistant 2 is the first point of contact for patient care. Responsible for administrative duties in addition to patient care. The Medical Assistant 2 performs varied act...

3h ago

Go to Apply

Accounting Clerk

Robert Half • New Orleans, LA • 5h ago

Finance, Accounting & Banking

Description We are looking for an Accounting Clerk to join a team in New Orleans, Louisiana in a contract to permanent position. This role supports reimbursement and claims activity by reviewing submissions, coordinating...

5h ago

Go to Apply

Senior Director - T&O Finance

GE Aerospace • New Orleans, LA • 5h ago

Finance, Accounting & Banking

Job Description Summary As the Senior Director T&O Finance you will acts as a horizontal leader across the T&O organization and own T&O finance ERP product. You will be accountable for all aspects (Finance pr...

5h ago

Go to Apply

Event Marketer

Leaffilter • New Orleans, LA • 5h ago

Sales & Marketing

520 Elmwood Park Blvd suite 160, New Orleans, LA 70123, USA $18.00/hour Job Description Leaf Home is North America's leading technology-enabled provider of home solutions. Our award-winning products offerings include Lea...

5h ago

Go to Apply

Community Marketing Agent

Travel + Leisure Co. • New Orleans, LA • 5h ago

Sales & Marketing

We Put the World on Vacation Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our ded...

5h ago

Go to Apply

2nd-Class Stationary Engineer (Full Time) free parking

Hilton • New Orleans, LA • 5h ago

IT & Engineering

Job Identification: 212584 Job Category: Engineering, Maintenance and Facilities Job Schedule: Full time Salary 26.50 Equal Opportunity Employer EOE, including disability/vets Exceptional Hospitality Starts with You Pict...

5h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

Similar Jobs

Pharmacy Operations Manager

Administrative Coordinator 4

Electrician Specialist

Triage Processor

Medical Assistant

Accounting Clerk

Senior Director - T&O Finance

Event Marketer

Community Marketing Agent

2nd-Class Stationary Engineer (Full Time) *free parking*

2nd-Class Stationary Engineer (Full Time) free parking