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About the Role

Join our Field Service Team, the driving force behind the delivery of exceptional experiences for New York Life’s agents and clients. 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.

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.
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.

Requirements

Strong relationship-building skills, organizational abilities, effective communication, and a proactive approach to problem-solving.
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.
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Skills

Customer service
Office administration
Microsoft 365 (Word, Excel, Outlook, Teams)
Relationship-building
Organizational abilities
Effective communication
Proactive problem-solving
Stakeholder service
Data entry
Document review
Time management
Prioritization
Meeting SLAs
Discretion with sensitive information
Compliance
Insurance/financial services
Licensing/contracting
New agent onboarding
Background checks/fingerprinting workflows
Basic FCRA concepts

Location

Hybrid

Work Type

Hybrid - 4 days per week
Full-time
Onsite

Experience Level

LEVELCS2

Education Level

Associate or bachelor’s degree

Salary/Compensations

$43,000-$47,500

Benefits

Paid Vacation
Health Care
401K match
Pension Plan
Tuition Assistance
Flexible Spending Accounts
Student Loan Repayment Program
Leave programs
Adoption assistance

About the Company

New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation.
Due to our mutuality, we operate in the best interests of our policy owners.
Recognized as one of Fortune’s World’s Most Admired Companies.

Equal Opportunity

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.