Agent Onboarding Analyst 94629

New York Life Insurance newyorklife.com Open · verified Sep 21, 2026

Austin Mid-level Customer Success

At a glance

Mid-level Customer Success role at New York Life Insurance. Austin · $43,000–$47,500 base.

SalaryStated by New York Life Insurance

$43,000 – $47,500

Base salary for this role, in USD per year, as published in the posting.

RoleCustomer Success

SeniorityMid-level

LocationAustin

Base pay$43,000–$47,500

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Move agent contracts through the contracting system so candidates can begin selling insurance
Monitor background-check and fingerprint outcomes, chase updates, and escalate problems when needed
Check onboarding documents for accuracy, close information gaps, and process forms into internal systems
Keep Partners informed about candidate progress while answering their onboarding questions
Support the Managing Partner with phones, calendars, correspondence, and other office administration

What you bring

Customer service or office administration experience, with polished communication by phone and email
Careful data-entry and document-review habits, including attention to compliance and sensitive information
Working knowledge of Microsoft 365 and the ability to pick up unfamiliar systems quickly
Strong prioritization and time-management skills, with the discipline to meet service-level expectations

Who this fits

You’ll suit this role if you’re an organized customer-service professional who can manage detailed onboarding work and communicate clearly with Partners. It is a full-time onsite role Monday through Friday, with flexibility for any seven-and-a-half-hour shift between 8:00 AM and 5:00 PM. The current arrangement places you in the office four days weekly and remote one day, though business needs may make it fully onsite. Pre-hire fingerprinting is required for FINRA licensing or associated-person status.

From the employer

Job Requisition ID: 94629

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 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.  

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 claims

Job Level: LEVELCS2

Pay Transparency

Salary Range: $43,000-$47,500

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 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 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 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. 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 the Careers page of www.NewYorkLife.com.

Job Requisition ID: 94629