Agent Onboarding Analyst 94635

New York Life Insurance Company • Charleston, SC • 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 administrative responsibilities to provide the support required of the Managing Partner within the General Office such as phone assistance, calendaring and executive correspondence.

This position currently follows a 4/1 schedule, with four days in the office and one day remote. This schedule may change to five days in the office based on business needs.

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.??

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

Executive Administrative Assistant (Data Processor) - Lowcountry Connections Academy

Nevada Connections Academy • Summerville, SC • 5h ago

Management & Administrative

Description Company Summary Lowcountry Connections Academy (LCCA) is a tuition-free, full-time virtual school serving students in grades K-12 throughout South Carolina. LCCA is authorized under state law by the Charter I...

5h ago

Go to Apply

Warehouse Associate I

White Cap • North Charleston, SC • 5h ago

Manufacturing & Warehouse

A position at White Cap isn't your ordinary job. You'll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. The White Cap family is committed to Building Trus...

5h ago

Go to Apply

Warehouse Associate I

White Cap • North Charleston, SC • 5h ago

Manufacturing & Warehouse

5h ago

Go to Apply

Retail Mortgage Loan Originator

Truist • Charleston, SC • 7h ago

Retail & Hospitality

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w...

7h ago

Go to Apply

Certified Medical Assistant

Novant Health • Mount Pleasant, SC • 7h ago

Hospital & Medical

What We Offer To coordinate and assist the provider to ensure safe quality/cost effective service and care for the people within the practice population. What We're Looking For Education: High School Diploma or GED, requ...

7h ago

Go to Apply

SUPERVISORY SALES ASSOCIATE

Navy Exchange Services (NEX) • Goose Creek, SC • 7h ago

Sales & Marketing

Title: SUPERVISORY SALES ASSOCIATE Location: United States-South Carolina-Goose Creek Job Number: 260002KI Job Summary: As a Supervisory Sales Associate you will be the face of our company to both the associates and our...

7h ago

Go to Apply

Construction Operations Manager - Simple/Combined Cycle Job Details | Black & Veatch Family of Companies

Black & Veatch • Charleston, SC • 20h ago

Trucking & Construction

Construction Operations Manager - Simple/Combined Cycle Date: Sep 10, 2026 Location: Overland Park, KS, US GA, US OK, US US TX, US TN, US FL, US SC, US Company: Black & Veatch Family of Companies Together, we own our...

20h ago

Go to Apply

Healthcare Named Account Manager

Palo Alto Networks • Charleston, SC • 23h ago

Hospital & Medical

Our Mission At Palo Alto Networks®, we're united by a shared mission-to protect our digital way of life. We thrive at the intersection of innovation and impact, solving real-world problems with cutting-edge technology an...

23h ago

Go to Apply

Entry Level Production Associate

Aerotek • Summerville, SC • 23h ago

Manufacturing & Warehouse

Now Hiring - Entry Level Production Associates!! Great opportunity in the Summerville area with competitive pay for entry level candidates!!! Great work schedule and room for growth!! Job Description Join our dynamic tea...

23h ago

Go to Apply

Field Service Technician (Entry Level) - Charleston, SC

Procter & Gamble • Charleston, SC • 23h ago

Management & Administrative

Charleston Full time R000158785 Job Location Charleston Job Description (Internal Job Title - Sr. Field Service Technician) P&G Professional is the commercial division of Procter & Gamble focused on improving the...

23h ago

Go to Apply

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