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Business Coordinator

3 months ago

Tysons, United States First Financial Group Full time

**COMPANY OVERVIEW**:
MassMutual is a global financial services organization whose companies offer a broad portfolio of products including insurance, employee benefits, retirement plans, estate planning, tax, asset management, securities, and advisory services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients.

First Financial Group, a general agency of MassMutual, is furthering those efforts and is one of the largest network of offices on the east coast with 10+ branch locations spanning across 8 states. Founded in 1977, First Financial Group is known for its excellent reputation and has established a record of providing innovative solutions for its clients through a wide array of insurance, advisory and investment services.

**DESCRIPTION**:
**Responsibilities**:

- Input case information and upload all documents into firm management system to ensure accurate records.
- Validate Financial Advisor licensing and proper appointment for insurance policies submitted.
- Log correspondence between Home Office, Insurance Carriers, Case Managers, Brokers, and Financial Advisors.
- Order, track, and follow-up on requests for medical exams/records by insurance carriers to ensure timely completion.
- Send follow up notices to Financial Advisors until delivery requirements are completed.
- Ensure that insurance policies are issued promptly and accurately, meeting all underwriting guidelines and regulatory requirements.
- Process issued insurance policies for mailing to Financial Advisors.
- Establish a deep understanding of all aspects of our business, customer requirements, and service expectations.
- Stay updated on industry regulations and company policies to ensure that all processes and decisions are in line with applicable guidelines.
- Educate others at various levels of expertise on the underwriting, terms, and coverage of insurance policies.
- Manage a variety of responsibilities with constantly changing priorities.
- Perform other duties as assigned.
- *This list is not all-inclusive of job responsibilities._

**EXPERIENCE**:

- Life & Health Insurance license preferred (or ability to obtain within 90 days from date of hire).
- Proficient in Microsoft Office Suite (i.e., Word, Excel, etc.).
- Ability to work within multiple CRM databases and maintain proper client records.
- Excellent communication skills to patiently explain procedures and concepts to individuals at various levels of expertise.
- A good listener, with the ability to ask probing questions, and present solutions to complex situations.
- Superior organizational skills, including planning, prioritizing, and overseeing concurrent projects.
- Self-starter with the ability to multitask in a fast-paced, highly confidential environment.

**COMPENSATION & BENEFITS**:

- **Compensation**: Base Salary (commensurate with experience - salary range starting at $50,965 and up) + Bonuses.
- **Benefits**: Medical, Dental, and Vision; 401(k), flexible PTO, STD/LTD and Life Insurance.
- **Environment**: Hybrid work environment with remote options available.
- **Reports To**: New Business Operations Supervisor.
- **Status**: Non-Exempt.
- **Miscellaneous**:Supportive, flexible, people-oriented culture with a family atmosphere. Individual contribution and innovation highly encouraged and recognized. Personal and career development opportunities available.
- **For immediate consideration, please submit your non-Indeed generated resume in MSWord or PDF format.**_

Pay: From $55,665.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Vision insurance

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:
Work Location: Hybrid remote in Tysons, VA 22102