New York Life
Job Location
Hybrid – 4 days per week (Hybrid - 4 days per week)
Business Unit Overview Field Service Team – driving the delivery of exceptional experiences for New York Life’s agents and clients. Shape seamless customer experiences, support strategic initiatives, and educate agents on innovative digital solutions to foster customer trust and loyalty.
Role Overview Customer Service Representative supporting agents and the management team. Onboard new agents by overseeing contracting, turning candidates into ready-to-sell agents, and keeping everything running smoothly for our Partners.
Responsibilities
Advance contracts in the contracting system.
Track background‑check and fingerprint results; follow up and escalate issues as needed.
Review onboarding paperwork for completeness and accuracy; resolve 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 support Agents and Agency Managers within the General Office.
Qualifications
Experience in 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 Qualifications
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 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 Full‑time onsite Monday through Friday. Candidates should be flexible to work any 7.5‑hour shift between 8:00 AM – 5:00 PM.
Compensation & Benefits 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.
Pay Transparency Salary Range: $40,000 – $43,000
Important Notice Please note: This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
#J-18808-Ljbffr
Business Unit Overview Field Service Team – driving the delivery of exceptional experiences for New York Life’s agents and clients. Shape seamless customer experiences, support strategic initiatives, and educate agents on innovative digital solutions to foster customer trust and loyalty.
Role Overview Customer Service Representative supporting agents and the management team. Onboard new agents by overseeing contracting, turning candidates into ready-to-sell agents, and keeping everything running smoothly for our Partners.
Responsibilities
Advance contracts in the contracting system.
Track background‑check and fingerprint results; follow up and escalate issues as needed.
Review onboarding paperwork for completeness and accuracy; resolve 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 support Agents and Agency Managers within the General Office.
Qualifications
Experience in 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 Qualifications
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 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 Full‑time onsite Monday through Friday. Candidates should be flexible to work any 7.5‑hour shift between 8:00 AM – 5:00 PM.
Compensation & Benefits 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.
Pay Transparency Salary Range: $40,000 – $43,000
Important Notice Please note: This role requires FINRA licensed and/or FINRA Associated Person pre‑hire fingerprinting.
#J-18808-Ljbffr