Boston Mutual Life Insurance · 1 week ago
Issue Representative
Canton, MA, US
Full-time
Onsite
Entry Level
$23.99/hr - $33.54/hr
2+ years expBoston Mutual Life Insurance is a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. The New Business GA Individual Issue Representative is responsible for setting up and data entering new applications, resolving agent concerns, and ensuring the highest levels of service and professionalism in all interactions.
Financial ServicesInsurance
Responsibilities
Oversee all newly submitted applications by collecting relevant information and verifying accuracy with all necessary forms
Data enter of new General Agencies’ application submissions into the Tracker database
Export MIB, EFT and IDV/OFAC batch
Validate agent and hierarchy licensing state and company appointments using electronic system
Issue General Agency policies and process duplicate policy requests
Calculate premiums and check for accuracy and discrepancies
Assist agents with product quotes and illustrations
Follow up discrepancies with agent/broker
Handle complex policies, ALIS changes and transactions
Quality review applications and issued policies for accuracy and potential errors
Handle written and verbal communication with General Agency Producer, Policyholders and Home Office departments
Resolve agent concerns and answer inquiries
Responsible for incoming fax, mail and emails
Look for opportunities for improving workflow
Participation in team meeting, team goal setting, and team decisions
Must comply with privacy guidelines; will protect the privacy of customer information
Assist with policy assembly, checking, and mailing
Train and mentor new employees
Assist with updates to training manuals
Other duties and special projects as required
Qualification
Required
High School Diploma required
Minimum of 2 years of business experience required
Excellent written/verbal communication skills
Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines
Strong ability to pay attention to detail
Excellent interpersonal skills and the ability to effectively build and extend relationships
Shows initiative with a 'can do attitude' and the ability to implement changes that will improve workflow
Strong computer skills using MS Office
Works well in a team environment and independently
Preferred
Some college preferred
Insurance knowledge is a plus
Company
Boston Mutual Life Insurance
Boston Mutual Life Insurance Company
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Grant Ward
President and COO
Recent News
2025-11-19
Company data provided by crunchbase