New Business Coordinator

MassMutual Great Lakes; Southfield (MI); In loco; USD 54.000 - 60.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Savings Plan

Paid Time Off

Descrizione del lavoro

MassMutual Great Lakes is seeking an organized New Business Coordinator to support financial professionals in delivering comprehensive financial solutions. The role emphasizes timely processing, proactive communication, and accurate data entry across life insurance and investments.

You will collaborate with underwriters and advisors, manage client onboarding, and ensure smooth submission workflows. This full-time in-office position is located in Southfield, MI, offering a competitive salary and

Competenze

• Proficient with technology (Microsoft Office).
• Good interpersonal and communications skills—written and verbal.
• Ability to exercise diplomacy in communications.
• Strong organizational systems and processes.
• Detail oriented in handling complex applications.
• Experience with new business processing in financial services.

Mansioni

• Review applications for accuracy and completeness within 24 hours.
• Communicate with advisors regarding incomplete/incorrect applications and status.
• Order medical requirements (APS) within 24 hours for life insurance apps.
• Enter application data and prepare files using submission tools.
• Update Client Management System in real time during processing.
• Scan and email requirements to home office within 24 hours of request.
• Coordinate policy assembly for mail or electronic submissions.
• Daily follow-up of pending business and submissions not in good order.
• Coordinate with underwriters, case managers, and processors for timely processing.
• Train new advisors on submission tools.
• Onboard new clients and assist with asset transfers.

Conoscenze

MS Office

Communication skills

Diplomacy

Organization

Attention to detail

New business processing

Descrizione del lavoro

New Business Coordinator (MassMutual Great Lakes)

As a key member of our team, reporting to the Manager of New Business, you are not just joining a firm; you are embracing a culture of excellence and growth. This full-time position is an opportunity to support financial professionals in making a profound difference in the financial well-being of the communities we serve. Be a part of something bigger – where each day, you contribute to changing lives for the better.

What You Will Own

Your successful support to financial advisors will enable them to meet their goal of helping their clients secure their financial future and protect the ones they love.

Primary Responsibilities – Life Insurance and Investments

• Review all applications for accuracy and completeness within 24 hours of receipt.
• Prompt and professional communications with advisors regarding incomplete/incorrect application and business submission
• Prompt & professional communications with advisors regarding status updates of business processing.
• Order medical requirements including APS reports within 24 hours for life insurance applications.
• Perform application data entry and file preparation all products utilizing the proper business submission tools
• Client Management System updated in real time as work is being completed (at all stages of underwriting & business processing)
• All requirements scanned and emailed to home office within 24 hours of request
• Conduct policy assembly (policies that are submitted via mail or printing/assembly from electronic submitted via Field Net) within 24-48 hours of receipt
• Daily follow up of all pending business & business submissions that are Not In Good Order
• Daily connection with underwriters, case managers & business processer to ensure timely and accurate processing.
• Consult & train new advisors on business submission tools
• Policies reported in a timely manner (insurance) & funds settled at broker dealer accurately (investment)
• New Client Onboarding and account opening
• Coordinate asset transfers
• Ensure well-informed technology tools relating to business submission & processing for all product lines.
• Review IPM system weekly to avoid keeping funds for over 90 days.
• General administrative support as requested

What We Need

• A service-minded administrative professional who exhibits pride in delivering professional and timely service
• Someone passionate about ensuring the success of those they support
• Attention to detail, organized with good follow-up and follow through skills
• A self-starter and proactive person who gets things done
• Friendly, open, professional, with an authentic personality, who enjoys working collaboratively with others to achieve mutual goals

Qualifications

• Proficient with technology (Microsoft Office)
• Good interpersonal and communications skills-written and verbal
• Able to exercise diplomacy
• Strong with organizational systems and processes
• Detail orientated
• Experience with new business processing in financial services companies

What We Offer You

• A supportive and dynamic culture committed to its core values
• Opportunities to grow and develop
• Base salary commensurate with experience and bonus program
• Benefits including medical, dental, vision and 401(k) Savings Plan.
• Competitive vacation/PTO program
• Position is located in Southfield, Michigan.
• Hours are 8 am to 5 pm Monday through Thursday and 8 am to 4 pm on Friday.
• Currently in-office 5 days per week.

Join MassMutual Great Lakes:

A Tradition of Excellence and Growth Join a legacy of excellence since 1851, where we do not just meet expectations, we redefine them. Our resolute team of financial professionals are at the heart of our firm, offering personalized solutions to meet the unique needs of families and businesses. Service excellence is our legacy, built on the strength of our people. We live by the mantra "Serve First," ensuring our financial professionals have the tools and resources to provide exceptional service to their clients.

Compensation and Benefits:

Our competitive compensation and comprehensive benefits are designed to support your lifestyle, health, and future.

• Salary: 54,000-60,000. Salary may exceed these guidelines based on experience and licensing
• Comprehensive benefits package including Medical, Dental, and Vision Insurance.
• Paid Time Off: 15 days per year.
• Life and Disability Plans (optional).
• 401(k) with up to 4% match.

Seize this opportunity to gain experience, lead, and make a lasting impact.

Serve First | Collaboration | Commitment to Excellence | Authentic Optimism |