Boston Mutual Life Insurance · 6 hours ago
BML Connect - Implementation Specialist
Canton, MA, Canton, MA, US
Full-time
Hybrid
Senior Level
$73K/yr - $105K/yr
5+ years expBoston Mutual Life Insurance is a progressive life insurance company dedicated to providing financial peace of mind to working Americans and their families. The Implementation Specialist will manage the end-to-end implementation of policies and certificates for clients, coordinating with various stakeholders to ensure accurate and efficient processing of documentation and policy setup.
Financial ServicesInsurance
Responsibilities
Process all cases completely, ensuring all processes are done accurately and efficiently
Work with Underwriting, Compliance, Licensing and Commissions to ensure all aspects of the case onboarding process meet regulatory requirements and company standards
Collaborate with RSD’s, Internal Sales, Brokers and Customers to collect the necessary documentation and information for policy issuance
Act as the point of contact for clients during the case setup process, providing guidance and resolving any questions or issues
Coordinate with IS and data management teams to ensure systems are updated with policy details, ensuring data integrity
Ensure timely delivery of policy documents and confirmations to clients
Monitor and track policy implementation progress, adjusting as necessary to meet timelines
Conduct quality assurance checks to confirm that all policies are accurately processed and meet client needs
Provide training and support to internal teams and customers regarding policy implementation procedures and new product offerings
Identify opportunities to streamline processes and improve overall efficiency in the policy setup process
Qualification
Required
Bachelor's degree in Business, Finance, Insurance, or a related field required or equivalent work experience
5+ years of experience in life insurance, or insurance implementation is required
Knowledge of life insurance products, underwriting processes, and regulatory requirements
Strong time management and organizational skills
Ability to manage multiple tasks and prioritize effectively
Excellent communication and interpersonal skills for client-facing interactions
Attention to detail and accuracy in data entry and document management
Proficiency in Microsoft Office Suite and familiarity with insurance management systems (e.g., Policy Administration Systems)
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