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New York Life Insurance Company · 1 day ago

Agent Onboarding Analyst 92771

Maitland, FL

Full-time

Hybrid

New Grad, Entry Level

$43K/yr - $48K/yr

New York Life Insurance Company is a Fortune 100 mutual company committed to delivering exceptional experiences for its agents and clients. The Agent Onboarding Analyst will play a crucial role in onboarding new agents, overseeing the contracting process, and ensuring a smooth transition for candidates to become ready-to-sell agents.

FinanceFinancial ServicesInsurance

Responsibilities

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

Qualification

Customer service experienceMicrosoft 365 proficiencyData entry accuracyOrganizational skillsCommunication skillsDiscretion with informationStakeholder serviceTime managementProblem-solvingAttention to detail

Required

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

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

Benefits

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Company

New York Life Insurance Company

For over 180 years, we’ve helped turn your biggest dreams into milestones that last a lifetime.

Founded in 1845

New York, New York, USA

10001+ employees

https://www.newyorklife.com/

Funding

Current Stage

Late Stage

Leadership Team

Don Vu

Senior Vice President, Chief Data & Analytics Officer

Deepa Soni

Executive Vice President and Chief Information Officer

Recent News

Business Wire

New York Life Enters 2026 with Industry-Leading Financial Strength Ratings

2026-01-05

Insurance News in the United States

New York Life combines asset units into $785bn global platform

2025-12-13

EIN Presswire

Elizabeth Dipp Metzger Reappointed Chair of New York Life’s Advisory Board of Directors

2025-12-11

Company data provided by crunchbase