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Boston Mutual Life Insurance · 7 hours ago

Implementation Coordinator

Canton, MA

Full-time

Onsite

Mid Level

3+ years exp

Boston Mutual Life Insurance is a progressive life insurance company dedicated to offering financial peace of mind. The Implementation Coordinator plays a key role in processing new business and ensuring a 5-star customer experience throughout the post-sale processes.

Financial ServicesInsurance

Comp. & Benefits

Responsibilities

Be a respected knowledge base for all Boston Mutual products and post-sale procedures with the goal of ensuring a 5-star customer experience throughout the post-sale processes through to the end of the enrollment

Be the primary liaison between the Broker and Home Office for all post-sale inquiries and communication to enhance the customer experience to brokers when placing new business

Oversee sold cases during the first 90-day process for all post-sale activity, from broker effective two-way communication, Implementation Strategy & Enrollment Solutions, Underwriting final Risk Approval (when needed), and Case Submission.. Ensuring all post-sale, SLA’s are met, and Quality Assurance is executed in accordance with internal guidelines

Collaborate with RSD’s proactively advising the RSD’s on the status of every case to ensure the RSD’s are not blindsided by any issues that may arise

Maintain accurate documentation in Salesforce every step of the process and ensure a smooth and seamless handoff upon the completion of the case setup and enrollment

Qualification

Employee Benefits experienceWorkplace life insurance knowledgeSalesforce proficiencyProblem-solving skillsInterpersonal skillsMulti-taskingCustomer service orientationVerbal communicationWritten communicationActive listening