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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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