New Business Operations Coordinator - Life & Annuities

Job Description

Job Description

Why Join MassMutual Great Lakes

At MassMutual Great Lakes, you’re not just stepping into a role — you’re joining a firm committed to helping advisors thrive so they can make a meaningful impact in the lives of their clients and our communities.

The New Business Coordinator – Life & Annuities plays a critical role in serving career and brokerage advisors by ensuring the smooth progression of an application from intake through policy delivery. The role requires an individual who can combine underwriting and product knowledge, sound judgment, and along with a focus on operational excellence.

Key Responsibilities

Team & Administrative Support

• Provide day-to-day administrative support to the New Business team so senior team members can focus on complex cases and advisor needs.
• Handle application intake, data entry, document preparation, scanning, and filing with speed and accuracy.
• Track outstanding requirements and follow up with advisors, their staff, and home office partners to keep cases moving.
• Prepare case status updates, correspondence, and reports for advisors and leadership.
• Provide backup coverage during peak volume and team absences so work keeps moving.

Case Management & Underwriting

• Manage and process life and annuity applications with a high level of product and underwriting expertise.
• Proactively evaluate underwriting decisions to protect case viability and client outcomes.
• Resolve issues through coordination with home office partners, case managers, and advisors.
• Oversee cases from submission through policy delivery, ensuring accountability and follow-through.

Advisor Advocacy & Experience

• Serve as a trusted resource and advocate for advisors.
• Anticipate risks to timelines and policy placement, providing clear and actionable guidance.
• Deliver confident, solution-oriented communication that supports a best-in-class advisor experience.

Quality, Consistency & Risk

• Apply elevated quality standards to reduce rework, NIGOs, and delays.
• Identify recurring submission or underwriting challenges and implement preventive strategies.
• Ensure all case activity aligns with firm policies, compliance expectations, and carrier guidelines.

Operational Excellence & Efficiency

• Identify workflow inefficiencies and collaborate with internal and external partners to implement practical improvements.
• Execute with the appropriate speed to consistently meet service-level expectations without sacrificing quality.
• Maintain clean, accurate, and real-time system data to support transparency and case visibility.
• Leverage system data to monitor case progress, identify bottlenecks, and prioritize effectively.

Qualifications

• Experience supporting advisors in a fast-paced, deadline-driven environment.
• 2+ years of administrative or operations support experience, preferably in financial services or insurance.
• Strong administrative skills, including data entry, document preparation, scanning, and filing with a high level of accuracy.
• Proficiency in Microsoft Office (Outlook, Word, Excel), with the ability to quickly learn new systems.
• Proven ability to track outstanding items and follow up consistently to keep work moving.
• Team-first, service-minded approach, with a willingness to provide backup coverage as needed.
• Strong knowledge of life and annuity products and underwriting processes (preferred).
• Exceptional organizational skills with a high degree of precision and follow-through.
• Strong written and verbal communication skills.
• Sound judgment and discretion when handling confidential information.
• High proficiency with CRMs, email systems, scheduling platforms, and project management tools.
• Ability to manage competing priorities while maintaining attention to detail collaboration, proactive communication, and the ability to navigate complexity with confidence and precision.
• Communicate clearly and collaborate effectively across teams and leadership levels.
• Operate independently while remaining aligned with leadership objectives.
• Brings a proactive, solutions-oriented mindset and passion for continuous improvement.
• Highly professional, detail-oriented, and accountable.

Compensation and Benefits

Our competitive compensation and comprehensive benefits are designed to support your lifestyle, health, and future.

• Comprehensive benefits package, including Medical, Dental, and Vision Insurance.
• Paid Time Off: 15 days per year.
• Life and Disability Plans (optional).
• 401(k) with up to a 4% match