Overview

The New Business Coordinator is responsible for processing new business applications, in a timely and efficient manner, from MassMutual career agents and brokers.

Responsibilities

To deliver support to the agents and managers for the complete sales cycle to include:

• Review all applications for accuracy and completeness in a timely manner
• Reports and requirements ordered and received in a timely manner
• Prompt and professional communication with agents regarding incomplete/incorrect application submission
• Report/meet regularly with producers and managers regarding pending business
• Perform producer training on the new business process as needed
• Daily follow up of pending business
• Policies reported in an accurate and timely manner
• Additional support as requested

Results Expected

• Ensure New Business applications are processed accurately and in accordance with agency’s submission timeline
• Ensure timely follow-up throughout the New Business processing cycle, from submission to reporting of policies
• Effective New Business/field underwriting training for agents and support staff
• Reporting of all policies within one day of authorization for those cases with applicable initial premium
• Identify areas of weakness and prepare recommendations to Business Manager

Measurement Criteria

• Open case duration
• Agent satisfaction
• Number of policies reported with delivery requirements

Qualifications (Skills, Education, Training)

Required

• Proficient use of computers
• Good interpersonal communication skills in English & Mandarin
• Diplomacy
• Strong organizational abilities
• Attention to detail

Applied understanding of new business process