New Business Coordinator
Full-time
MassMutual Pacific
Overview
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
Qualifications (Skills, Education, Training)
Required
- Proficient use of computers
- Good interpersonal communication skills in English & Mandarin
- Diplomacy
- Strong organizational abilities
- Attention to detail
Applied understanding of new business process
Vacancy posted a month ago
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