BML Connect

All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time.

The following statements represent what Boston Mutual stands "FOR" - it is what makes us different and better in the market we serve.

• We are FOR being a progressive life insurance company offering financial peace of mind to working Americans and their families.
• We are FOR providing practical and affordable products designed for those we serve.
• We are FOR making it easy to secure a level of financial protection with a portfolio of products - beginning with life insurance.
• We are FOR providing a personalized customer experience to our policyholders and producers.

• We are FOR acting in the best interests of our policyholders, producers, employees, and the communities in which we live and serve - representing the goodness of mutuality in all we do.

We do our best to:

• Demonstrate a desire to assist.
• Listen to understand and respond empathetically.
• Explain things in a manner that is easy to understand.
• Be knowledgeable students of our business.
• Take full ownership to resolve questions and issues.
• Be professional, polite, and courteous.
• Leave our customers and associates "better than where we found them."

The Implementation Specialist will be responsible for managing the end-to-end implementation of policies and certificates for individual and group clients. This includes coordinating with internal teams, brokers, and customers to ensure policies and certificates are properly set up, all documentation is in place, and the necessary systems are updated. The role requires a deep understanding of insurance products, excellent time management skills, and the ability to manage multiple tasks and stakeholders.

Key Responsibilities:

• Process all cases completely, ensuring all processes are done accurately and efficiently.
• Work with Underwriting, Compliance, Licensing and Commissions to ensure all aspects of the case onboarding process meet regulatory requirements and company standards.
• Collaborate with RSD's, Internal Sales, Brokers and Customers to collect the necessary documentation and information for policy issuance.
• Act as the point of contact for clients during the case setup process, providing guidance and resolving any questions or issues.
• Coordinate with IS and data management teams to ensure systems are updated with policy details, ensuring data integrity.
• Ensure timely delivery of policy documents and confirmations to clients.
• Monitor and track policy implementation progress, adjusting as necessary to meet timelines.
• Conduct quality assurance checks to confirm that all policies are accurately processed and meet client needs.
• Provide training and support to internal teams and customers regarding policy implementation procedures and new product offerings.
• Identify opportunities to streamline processes and improve overall efficiency in the policy setup process.

Qualifications

Education: Bachelor's degree in Business, Finance, Insurance, or a related field required or equivalent work experience.

Experience: 5+ years of experience in life insurance, or insurance implementation is required.

Knowledge Requirements:

• Knowledge of life insurance products, underwriting processes, and regulatory requirements.
• Strong time management and organizational skills.
• Ability to manage multiple tasks and prioritize effectively.
• Excellent communication and interpersonal skills for client-facing interactions.
• Attention to detail and accuracy in data entry and document management.
• Proficiency in Microsoft Office Suite and familiarity with insurance management systems (e.g., Policy Administration Systems).

Hybrid Work Model

At our Canton location, employees will be on site Monday - Thursday. At our Omaha location, employees will be on site 2 days per week.

Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace.

#LI-Hybrid

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