New Business Coordinator
About The Position
The New Business Coordinator is responsible for processing new business applications, in a timely and efficient manner, from MassMutual career agents and brokers. Responsibilities To deliver support to the agents and managers for the complete sales cycle to include: Review all applications for accuracy and completeness in a timely manner Reports and requirements ordered and received in a timely manner Prompt and professional communication with agents regarding incomplete/incorrect application submission Report/meet regularly with producers and managers regarding pending business Perform producer training on the new business process as needed Daily follow up of pending business Policies reported in an accurate and timely manner Additional support as requested Results Expected Ensure New Business applications are processed accurately and in accordance with agency’s submission timeline Ensure timely follow-up throughout the New Business processing cycle, from submission to reporting of policies Effective New Business/field underwriting training for agents and support staff Reporting of all policies within one day of authorization for those cases with applicable initial premium Identify areas of weakness and prepare recommendations to Business Manager Measurement Criteria Open case duration Agent satisfaction Number of policies reported with delivery requirements
Requirements
- Proficient use of computers
- Good interpersonal communication skills in English & Mandarin
- Diplomacy
- Strong organizational abilities
- Attention to detail
- Applied understanding of new business process
Responsibilities
- Review all applications for accuracy and completeness in a timely manner
- Reports and requirements ordered and received in a timely manner
- Prompt and professional communication with agents regarding incomplete/incorrect application submission
- Report/meet regularly with producers and managers regarding pending business
- Perform producer training on the new business process as needed
- Daily follow up of pending business
- Policies reported in an accurate and timely manner
- Additional support as requested
- Ensure New Business applications are processed accurately and in accordance with agency’s submission timeline
- Ensure timely follow-up throughout the New Business processing cycle, from submission to reporting of policies
- Effective New Business/field underwriting training for agents and support staff
- Reporting of all policies within one day of authorization for those cases with applicable initial premium
- Identify areas of weakness and prepare recommendations to Business Manager
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
