New Business Operations Coordinator – Life & Annuities

MassMutual Great Lakes; Southfield (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits

15 days PTO

Life and Disability Plans (optional)

401(k) with match

Job summary

MassMutual Great Lakes is seeking a New Business Coordinator – Life & Annuities to support career and brokerage advisors by guiding applications from intake to policy delivery. You will blend underwriting knowledge with operations to ensure timely, accurate case progression.

In this role you will handle data entry, document prep, tracking requirements, and provide timely updates to advisors and leadership while ensuring compliance with company and carrier guidelines.

Qualifications

• Experience supporting advisors in a fast-paced, deadline-driven environment.
• 2+ years of administrative or operations support in financial services or insurance.
• Strong administrative skills: data entry, document prep, scanning, filing with high accuracy.
• Proficiency in Microsoft Office (Outlook, Word, Excel) and quick learning of new systems.
• Track outstanding items and follow up to keep work moving.
• Team-first, service-minded, with backup coverage when needed.
• Knowledge of life and annuity products and underwriting (preferred).
• Excellent organizational skills with precision and follow-through.
• Strong written and verbal communication skills.
• Discretion handling confidential information.
• High proficiency with CRMs, email, scheduling platforms, and PM tools.
• Ability to manage competing priorities with attention to detail and collaboration.
• Clear, effective cross-team communication.
• Independent work with leadership alignment.
• Proactive, solutions-oriented mindset and continuous improvement.
• Professional, detail-oriented, and accountable.

Responsibilities

• Provide day-to-day administrative support to the New Business team.
• Handle application intake, data entry, document preparation, scanning, and filing.
• Track outstanding requirements and follow up with advisors, staff, and home office partners.
• Prepare case status updates, correspondence, and reports for advisors and leadership.
• Provide backup coverage during peak volume and team absences.
• Manage and process life and annuity applications with underwriting expertise.
• Proactively evaluate underwriting decisions to protect case viability and outcomes.
• Resolve issues through coordination with home office partners, case managers, and advisors.
• Oversee cases from submission through policy delivery, ensuring accountability.
• Advise and advocate for advisors, providing guidance to minimize risk and delays.
• Deliver clear, solution-oriented communication to support advisor experience.
• Maintain compliance with firm policies and carrier guidelines.
• Identify workflow improvements and coordinate with partners to implement changes.
• Monitor progress and prioritize to meet service-level expectations.

Skills

Administrative support

Data entry

Communication skills

Organizational skills

Attention to detail

Team collaboration

Advisor support experience

Tools

CRM systems

Microsoft Office

Scheduling platforms

Project management tools

Job description

Why Join MassMutual Great Lakes

At MassMutual Great Lakes, you’re not just stepping into a role — you’re joining a firm committed to helping advisors thrive so they can make a meaningful impact in the lives of their clients and our communities.

New Business Coordinator – Life & Annuities

The New Business Coordinator – Life & Annuities plays a critical role in serving career and brokerage advisors by ensuring the smooth progression of an application from intake through policy delivery. The role requires an individual who can combine underwriting and product knowledge, sound judgment, and along with a focus on operational excellence.

Key Responsibilities

Team & Administrative Support

• Provide day-to-day administrative support to the New Business team so senior team members can focus on complex cases and advisor needs.
• Handle application intake, data entry, document preparation, scanning, and filing with speed and accuracy.
• Track outstanding requirements and follow up with advisors, their staff, and home office partners to keep cases moving.
• Prepare case status updates, correspondence, and reports for advisors and leadership.
• Provide backup coverage during peak volume and team absences so work keeps moving.

Case Management & Underwriting

• Manage and process life and annuity applications with a high level of product and underwriting expertise.
• Proactively evaluate underwriting decisions to protect case viability and client outcomes.
• Resolve issues through coordination with home office partners, case managers, and advisors.
• Oversee cases from submission through policy delivery, ensuring accountability and follow-through.

Advisor Advocacy & Experience

• Serve as a trusted resource and advocate for advisors.
• Anticipate risks to timelines and policy placement, providing clear and actionable guidance.
• Deliver confident, solution-oriented communication that supports a best-in-class advisor experience.

Quality, Consistency & Risk

• Apply elevated quality standards to reduce rework, NIGOs, and delays.
• Identify recurring submission or underwriting challenges and implement preventive strategies.
• Ensure all case activity aligns with firm policies, compliance expectations, and carrier guidelines.

Operational Excellence & Efficiency

• Identify workflow inefficiencies and collaborate with internal and external partners to implement practical improvements.
• Execute with the appropriate speed to consistently meet service-level expectations without sacrificing quality.
• Maintain clean, accurate, and real-time system data to support transparency and case visibility.
• Leverage system data to monitor case progress, identify bottlenecks, and prioritize effectively.

Qualifications

• Experience supporting advisors in a fast-paced, deadline-driven environment.
• 2+ years of administrative or operations support experience, preferably in financial services or insurance.
• Strong administrative skills, including data entry, document preparation, scanning, and filing with a high level of accuracy.
• Proficiency in Microsoft Office (Outlook, Word, Excel), with the ability to quickly learn new systems.
• Proven ability to track outstanding items and follow up consistently to keep work moving.
• Team-first, service-minded approach, with a willingness to provide backup coverage as needed.
• Strong knowledge of life and annuity products and underwriting processes (preferred).
• Exceptional organizational skills with a high degree of precision and follow-through.
• Strong written and verbal communication skills.
• Sound judgment and discretion when handling confidential information.
• High proficiency with CRMs, email systems, scheduling platforms, and project management tools.
• Ability to manage competing priorities while maintaining attention to detail collaboration, proactive communication, and the ability to navigate complexity with confidence and precision.
• Communicate clearly and collaborate effectively across teams and leadership levels.
• Operate independently while remaining aligned with leadership objectives.
• Brings a proactive, solutions-oriented mindset and passion for continuous improvement.
• Highly professional, detail-oriented, and accountable.

Compensation and Benefits

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

• 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 a 4% match