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Apogem Capital · 10 hours ago

Agent Onboarding Analyst 93062

Fargo, ND

Full-time

Hybrid

New Grad, Entry Level

$40K/yr - $43K/yr

Apogem Capital is part of New York Life, a company with a long-standing legacy of integrity. The Agent Onboarding Analyst will support the onboarding process for new agents, ensuring they are ready to start selling insurance by managing contracts and assisting with necessary documentation.

Financial Services

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

Qualification

Customer service experienceMicrosoft 365 proficiencyData entry accuracyOrganizational skillsCommunication skillsDiscretion with informationStakeholder serviceTime managementProblem-solving approachAttention to detail