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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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