New Business Coordinator

MassMutual Pacific

Job Description

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

Apply

Vacancy posted 25 days ago

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