Agent Onboarding Analyst 93198 - Anaheim
1 month ago
Job summary
The Field Service Team at New York Life drives exceptional experiences for agents and clientsWe're seeking a customer service professional to support our agents and management team in our local General Office
This role will involve onboarding new agents by overseeing the contracting process so they can begin selling New York Life insurance
- 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
Job description
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