Boston Mutual Life Insurance · 1 day ago
Internal Sales Coordinator
Canton, MA, US
Full-time
Onsite
Entry, Mid Level
$73K/yr - $105K/yr
2+ years expBoston Mutual Life Insurance is a company that values strong customer and associate relationships, emphasizing their brand service philosophy. The Internal Sales Coordinator plays a vital role in acquiring new business by serving as a liaison between brokers and the home office, ensuring effective communication and support throughout the sales process.
Financial ServicesInsurance
Responsibilities
Be a respected knowledge base for all Boston Mutual products and sales procedures with the goal of helping brokers understand Boston Mutual’s products and processes in order to place new business
Be the primary liaison between the Broker and Home Office for all pre-sale inquiries and communications to enhance the sales experience; partner with Regional Sales Director (RSD) resolve any issues raised by the Broker
Oversee all pre-sale activity for the first 90 days of the sales process, including effective two-way communication with brokers, RFP, negotiations, and finalist presentation readiness, to position Boston Mutual to win the sale. Ensure all pre-sale, service level goals are met and Quality Assurance is executed in accordance with internal guidelines
Collaborate with RSDs to increase the sales activity and deepen broker relationships with existing and new brokers who have not submitted business with Boston Mutual within the last year or more
Assist in growing RSD’s territories and increase quote and sales activity through lead generation and prospecting new brokers
Promote and educate new broker prospects and existing brokers on Boston Mutual’s product suite via phone, email and virtual communications
Support reenrollment and renewals as appropriate based on producer and case renewal dynamics
Maintain accurate documentation in Salesforce for every step of the process the Internal Sales Coordinator is responsible for to ensure a smooth and seamless handoff to the Implementation Coordinator Team
Exercise discretion in escalating a case to Underwriting for true risk assessment when appropriate. Collaborate with Underwriting to work within established turn-around times and communicate turn-around times for RFPs
Qualification
Required
Bachelor's Degree and/or equivalent work experience
Minimum of 2 years of business experience
Demonstrated effective problem-solving skills with strong decision making capacity
Excellent interpersonal skills and the ability to effectively build and extend relationships
Ability to prioritize competing priorities and multi-task a variety of requests simultaneously in a fast paced sales environment
Shows initiative with the ability to create and implement changes that will improve workflow
Excellent verbal, written, and active listening skills
Identify, analyze and resolve various issues as they occur
Ability to articulate and educate internal and external partners
Be proficient in the sales discovery conversation, understanding the brokers business, style, and needs
Excellent Microsoft Office skills
Preferred
Minimum of 2 years of business experience preferred but not required
Inside sales and/or business development related sales experience preferred but not required
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