Boston Mutual Life Insurance · 12 hours ago
Enrollment Success Analyst
Canton, MA
Full-time
Hybrid
Mid Level
$73K/yr - $105K/yr
3+ 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 Enrollment Success Analyst will be responsible for ensuring a positive enrollment experience by onboarding brokers, managing enrollment data, and serving as the primary contact for enrollment inquiries.
Financial ServicesInsurance
Responsibilities
The primary relationship/case contact for the sold case, once the case is confirmed sold (handed off from Internal Sales)
Partners with external partners to have all sold case paperwork and requirements completed within state guidelines
Responsible for monitoring enrollment conditions to align with state guidelines, product filing requirements, and corporate business practices
Working with Sales to ensure the enrollment execution plan from pre-communication through proper enroller access is documented and agreed to
Track and report on enrollment results and recommend necessary process changes to improve results
Flag ongoing enrollments that are potentially problematic for resolution
Drives communication with external partners during the enrollment of a case to ensure the access, participation, and top line sales results are reaching the maximum potential
Develop, coordinate with and support new external partners (brokers, enrollers and cases) during the case onboarding process
Partner with commissions to ensure commissions are setup correctly to pay brokers and enrollment firms on sold business in accordance with the case setup
Partner with Corporate Contracting to ensure all brokers and enrollers are licensed and appointed with Boston Mutual and the corresponding states where enrollments are happening for a sold case
Partner with Marketing to create enrollment marketing material
Maintain enrollment success data for reporting for Senior Leadership
Conduct new case onboarding case
Create and manage data KPIs and dashboards
Provide enrollment data support to internal departments
Identify continuous improvement areas and recommendations
Maintain effective relationships through regular communication with both internal and external partners
Provide primary support to answer enrollments questions from external partner about internal enrollment systems
Cross coordination within Customer Experience to ensure enrollments are processed within KPI standards
Train external partners on enrollment case setup and product offerings through system demos
Achieve or exceed department KPI’s & KRI’s
Finalize and approve enrollment submissions for accuracy for enrollment completion and submit enrollment files for processing
Qualification
Required
Bachelor's degree in Business, or equivalent work experience
3+ years of Enrollment experience/ Business Analysis experience
Excellent interpersonal skills with ability to explain issues to technical and nontechnical staff
Demonstrate exceptional customer service skills in order to exceed customers' expectations and to minimize escalations by taking ownership of customer reported issues
Detail oriented, analytical and inquisitive; proven ability to determine which course of action will correct the business problem
Ability to work independently and with others at all levels of the organization
Extremely organized with strong time-management skills
Proficient with Microsoft Office Suite or related software
Understanding of HIPAA, state insurance regulations, and data privacy laws
Familiarity with NAIC guidelines or similar compliance frameworks
Experience with enrollment platforms (e.g., Benefit Administration Systems, HRIS)
Problem-solving under pressure
Ability to train and influence external partners
Fluent with virtual meeting tools like Zoom/Teams
Fluent with using CRM software, like SalesForce
Preferred
3+ years of Electronic Data Interchange (EDI) preferred
Life & Health Insurance experience preferred
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