Agent Onboarding Analyst 93198
Apogem Capital is part of New York Life, a Fortune 100 mutual company, seeking a customer service professional to support agents and management in onboarding new agents. The role involves overseeing the contracting process, ensuring smooth integration of agents, and maintaining communication with partners throughout the onboarding process.
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 responsibilities to provide the support required of the Agents and Agency Managers within the General Office
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
- This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting
- 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
Benefits
- Paid Vacation
- Health Care
- 401K match
- Pension Plan
- Tuition Assistance
- Flexible Spending Accounts
- Student Loan Repayment Program
Company Overview