Sr. Life New Business Liaison

Penn Mutual•Philadelphia, PA

3d•$65,000 - $75,000•Hybrid

About The Position

We are looking to add a Sr. Field Liaison Coordinator to help support our Life New Business and Financial Professionals. This role will provide services and support to financial professionals and enhance our commitment to the Financial Professionals/Client relationship. We’ve embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work. You’ve got big plans. You want to do work that matters. And you have high expectations for the next step in your career. Join a team of bright, talented and driven employees who have a common goal in mind: To help people get stronger. It's as simple as that. You’ll build on your expertise and have a positive impact on the financial professionals we support and the clients they serve. Here, you're an expert in the subject matter and you'll always be treated like one. Every day, your purpose is to help people get stronger. But here's the thing: Professionally, you'll get stronger too.

Requirements

Ability to triage Financial Professionals
Ability to work with others in a collaborative team environment
Demonstrates initiative, self-motivation and excellent organizational skills, ability to set priorities, work under pressure and meet deadlines
Ability to communicate effectively in both verbal and written form
Adaptable to a changing environment and flexibility around work assignments
Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
Competent computer experience with demonstrated ability in Microsoft Office and the ability to utilize multiple systems and windows simultaneously
Basic math skills
Strong attention to details
Knowledge of Home Office and Field Office systems such as Insight, Smart Office, Paperclip, SNAP, ACE, CL&R procedures, etc.
Ability to order medical requirements
Understanding of underwriting requirements
Understanding of Age & Amount requirements
Ability to screen questions and direct questions to appropriate individuals/groups
H.S. Diploma or Equivalent required
Experience in Case Design and Illustrations required
Familiar with the Underwriting and New Business process
Familiar with the STAR Financial Professionals process
Typically a minimum of 2-4 years related experience required
Experience with life insurance/annuity products required

Nice To Haves

Bachelor's Degree strongly preferred

Responsibilities

Provide support and triage services to Financial Professionals
Assist Financial Professionals with field underwriting guidelines and expectations
Assist STAR Financial Professionals as required
Effectively utilize systems such as SmartOffice and Insight to keep Financial Professionals updated
Closely partners with Life New Business Relationship team to deliver an exceptional financial professional experience
Closely partners with CL&R team to deliver an exceptional financial professional experience
Assist with new business processing if necessary
Order medical requirements if necessary
Promote our digital experience in ACE and Insight
Serve as a resource and direct questions to the appropriate home office support groups
Work closely with the Field Leaders