Insurance Onboarding Professional

Join Our Field Service Team

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 agentsoverseeing the contracting process so they can begin selling New York Life insurance. You will be a steward of the onboarding processassisting 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.

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 claim.

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.

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

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communitiesinviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.

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.

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.

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. We're proud that due to our mutuality, we operate in the best interests of our policy owners.