New Business Operations Specialist (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

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.