Implementation Coordinator
Company: Boston Mutual Life Insurance Company
Location: Canton
Posted on: May 16, 2022
Job Description:
All Boston Mutual employees who interact with our policyholders,
our producers, and our BML associates embrace the principles of our
brand and service philosophy. We are all brand ambassadors. Both
our words and our behaviors matter. We share a common service
philosophy and pride ourselves in living the BML brand promises
every day, one interaction at a time.
We do our best to:
- Demonstrate a desire to assist.
- Listen for understanding and respond empathetically.
- Explain things in a manner that is easy to understand.
- Be knowledgeable students of our business.
- Take full ownership to resolve questions and issues.
- Be professional, polite and courteous.
- Leave our customers and associates "better than where we found
them."The Implementation Coordinator is responsible for playing a
key role in the timely processing of new business from the win
through the first bill. Leveraging their knowledge of Boston
Mutual's products, internal and external processes and
relationships, proactively identifying all post-sale needs to
effectively and efficiently place new business.The Implementation
Coordinator is expected to:Be a respected knowledge base for all
Boston Mutual products and post-sale procedures with the goal of
ensuring a 5-star customer experience throughout the post-sale
processes through the first bill.Be the primary liaison between the
Broker and Home Office for all post-sale inquiries and
communication to enhance the customer experience to brokers when
placing new business.Oversee sold cases through the first 90-day
process for all post-sale activity, from broker effective two-way
communication, Implementation Strategy & Enrollment Solutions,
Underwriting final Risk Approval (when needed), Case Submission,
Policy Issuance, First Bill creation, and premium payment. Ensuring
all post-sale, SLA's are met, and Quality Assurance is executed in
accordance with internal guidelines.Collaborate with RSD's
proactively advising the RSD's on the status of every case to
ensure the RSD's are not blindsided by any issues that may
arise.Maintain accurate documentation in Salesforce every step of
the process and ensure a smooth and seamless handoff upon the
completion of the first 90 days of the
case.QualificationsEducation: Bachelor's Degree and/or equivalent
work experience required.Experience: Minimum of 5 years Employee
Benefits experience required. Knowledge Requirements:Strong
knowledge of Workplace life and health insurance products.Proven
effective problem-solving and interpersonal skills.Ability to
prioritize competing priorities and multi-task a variety of
requests simultaneously in a fast paced sales environment.Strong
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
post-sales process, understanding the brokers business, style, and
needs. Offer solutions that are within the guidelines and abilities
of Boston Mutual.Due to the COVID-19 pandemic, the majority of
Boston Mutual's associates are currently working remotely in
accordance with our safety protocols. The selected candidate will
be expected to temporarily work remotely for an unspecified period
of time as determined in Boston Mutual's sole discretion. We are
back in the office in a hybrid model on Mondays and
Thursdays.Boston Mutual is an equal opportunity employer. Boston
Mutual is an equal opportunity employer, and does not discriminate
on the basis of race, color, age, religious creed, national origin,
ancestry, sex, sexual orientation, gender identity, genetic
information, disability, military service, veteran status, family
status, pregnancy, or any other characteristic protected by federal
or state laws. Boston Mutual is a drug-free workplace, and any
offer extended will be contingent upon appropriate results of a
drug test.#zr
Keywords: Boston Mutual Life Insurance Company, Boston , Implementation Coordinator, Other , Canton, Massachusetts
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