Practice Manager jobs in United States
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MassMutual · 21 hours ago

Practice Manager

MassMutual is seeking a Practice Manager to serve as the central point of cohesion and forward action for the practice. The Practice Manager will drive practice priorities, lead processes and people, and effectively communicate with clients and team members to execute the team's vision of success.

FinanceFinancial ServicesInsuranceLife InsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions, as well as tracking each through completion
Assist with the continuous development and implementation of our client service model
Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM
Respond to routine client service issues and requests
Champion, train and implement technology
Provide administrative support to the team as needed schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials
Coordinate with firm support staff/specialists as necessary

Qualification

Microsoft OfficeOrganizational skillsTime managementCRM documentationFINRA licensesProactive attitudeAttention to detailCommunication skills

Required

Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions, as well as tracking each through completion
Assist with the continuous development and implementation of our client service model
Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM
Respond to routine client service issues and requests
Champion, train and implement technology
Provide administrative support to the team as needed schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials
Coordinate with firm support staff/specialists as necessary
You will be systems focused, pragmatic, patient, and able to create order in a way that is both structured and flexible
Organized, efficient and proactive are words people use to describe you
Attention to detail and a commitment to measuring results are key
This position requires the ability to be flexible, to prioritize tasks, as well as the ability to put the team's needs first
Experience establishing and maintaining systems for measuring activity
Demonstrated organizational and time management skills under pressure
Microsoft Office Skills – Word, Outlook, and Excel
Highly accurate typing, data entry, spelling, and proofreading skills

Preferred

FINRA licenses preferred

Company

MassMutual

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MassMutual is a mutual life insurance company that provides investment management and trust services.

H1B Sponsorship

MassMutual has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (96)
2024 (94)
2023 (66)
2022 (115)
2021 (121)
2020 (73)

Funding

Current Stage
Late Stage

Leadership Team

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Eddie Ahmed
Chairman, President & CEO
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Roger W. Crandall
Chairman, President & CEO
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Company data provided by crunchbase