Agent Onboarding Analyst
Job Location:
Pittsburgh, PA - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Job Requisition ID:94623
Location Designation:Hybrid - 4 days per week
Business Unit Overview:
Join our Field Service Team the driving force behind the delivery of exceptional experiences for New York Lifes agents and clients. As part of our diverse team you will have the opportunity to shape seamless customer experiences. Whether youre 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 Representativeyoullwork with our Partners to onboard new agentsoverseeing the contracting process so they can begin selling New York Life insurance. You will be a steward of the onboarding processassistingwith turning candidates into ready-to-sell agents and keeping everything running smoothly for our Partners.
WhatYoullDo:
Perform tasks in the contracting system to advance contracts alonginthe 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
Assistwith in-person administrative responsibilities to provide the supportrequired ofthe Managing Partner within the General Office such as phoneassistancecalendaringand 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.
WhatYoullBring:
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 ina customerservice 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
Proficiencywith 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 bachelors 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 afull-time onsiteposition 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 trainingunderwritingand claims
Job Level: LEVELCS2
Pay Transparency
Salary Range:$43000-$47500
Overtime eligible:Nonexempt
Discretionary bonus eligible:Yes
Sales bonus eligible:No
Actual base salary will be determined based on several factors but not limited to individuals experience skills qualifications and job location. Additionally employees are eligible for an annual discretionary addition to base salary employees may also be eligible to participate in an incentive program.
Please note: This role requiresFINRA licensedand/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 to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
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 to learn more about New York Lifes leadership in this space.
Recognized as one ofFortunes Worlds Most Admired Companies New York Life is committed to improving local communities through a culture of employee giving and volunteerism supported by the 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 the Careers page of .
Job Requisition ID: 94623
Required Experience:
IC
About Company
Protect and build your future with comprehensive one-on-one guidance from New York Life. Learn about our life insurance and financial product offerings.
