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New Business Operations Coordinator
2 months ago
Position Title: MassMutual New Business Coordinator
Role Summary: The New Business Coordinator plays a crucial role in the efficient processing of new life insurance applications submitted by our network of agents and brokers.
Key Responsibilities- Application Review: Ensure all submitted applications are accurate and complete in a timely manner.
- Documentation Management: Oversee the ordering and receipt of necessary reports and requirements promptly.
- Agent Communication: Maintain professional and timely communication with agents regarding any issues with application submissions.
- Training Support: Provide guidance and training to agents and brokers on the business submission process as required.
- Follow-Up: Conduct daily follow-ups on pending applications to ensure progress.
- Policy Reporting: Ensure policies are reported accurately and within the required timeframes.
- Additional Assistance: Offer further support as needed by the team.
- Essential Skills:
- Proficiency in Chinese (Mandarin) is preferred.
- Strong communication and interpersonal abilities.
- Attention to detail with the capacity to multitask in a dynamic environment.
- Exceptional organizational and time management skills.
- Ability to handle sensitive situations with diplomacy.
- Preferred Qualifications:
- Familiarity with life insurance products.
- Understanding of the new business processing workflow.
- Knowledge of producer commission structures and cycles.