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MassMutual · 1 month ago

New Business Operations Coordinator

Pittsburgh, PA

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $60K/yr

MassMutual Financial Group is a long-standing leader in financial services, helping clients protect and grow their wealth with confidence. The New Business Operations Coordinator will support a high-performing team of financial advisors by managing insurance and investment applications, ensuring compliance, and improving operational processes.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement

H1B Sponsor Likely

Responsibilities

Review, validate, and process insurance and investment applications (life, disability, brokerage, advisory, retirement accounts, etc.) in line with firm and regulatory guidelines

Serve as the point of contact between financial advisors, underwriters, and custodians to resolve paperwork discrepancies, missing requirements, and compliance issues

Ensure timely and accurate submission of all documentation through the appropriate processing platforms

Track application status, monitor outstanding items, and follow up to create a seamless onboarding experience for clients

Maintain thorough records and logs for auditing, reporting, and regulatory needs

Identify workflow gaps and partner with leadership to refine and improve processes

Train new advisors on systems and procedures for submitting and processing new business

Qualification

Financial services experienceInsurance processing knowledgeMicrosoft Office proficiencyCRM experienceOrganizational skillsCommunication skillsAttention to detail

Required

Exceptional attention to detail and comfort working within tight deadlines

Strong organizational, written, and verbal communication skills

High level of confidentiality; background check and fingerprinting required

Proficiency in Microsoft Office

Preferred

Experience in financial services—especially new business or investment operations

Familiarity with insurance processing, brokerage, and advisory platforms

Experience with CRM and digital document workflow platforms

Benefits

Full medical, dental, and vision

401(k) Savings Plan with employer match

Paid time off

Company

MassMutual

Glassdoor3.9

MassMutual is a mutual life insurance company that provides investment management and trust services.

Founded in 1851

Springfield, Massachusetts, USA

5001-10000 employees

https://www.massmutual.com/

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (96)

2024 (94)

2023 (66)

2022 (115)

2021 (121)

2020 (73)