New Business Coordinator
MassMutual Pittsburgh
Pittsburgh, PA US
Posted ago
MassMutual Pittsburgh

Join Our Team 

Join a firm that provides the innovative culture of a startup, but with the esteemed legacy and stability of an established company. MassMutual was founded in 1851 and is proud of its purpose to help people secure their financial future and protect the ones they love. MassMutual Pittsburgh, a General Agency of MassMutual, is a financial service sales firm with offices in Pennsylvania, Ohio, and West Virginia. Our mission is to inspire and empower individuals, families, and business owners to make sound financial decisions. We do this by having the most committed and dedicated Financial Services Advisors with an entrepreneurial mindset, and a passion for helping others. 

Candidates must be able to demonstrate strong communication skills, able to multi-task, and have great attention to detail. Confidentiality is critical, and the candidate will be subject to a background check and fingerprinting.

Responsibilities

  • Thoroughly review Life, Disability Income Long-Term Care insurance applications for completeness
  • Completed applications must be submitted to MassMutual home office daily for underwriting
  • Establish files and set up tracking to follow the client cases through the underwriting process being, the liaison between the Advisor and home office new business staff
  • Handle routine follow up
  • Review issued policies for accuracy
  • Print and assemble policies
  • Make sure premiums are properly applied on a timely basis to assure the agent is appropriately paid
  • Train new agents on paper and electronic systems for submitting new business
  • Review medical portion of applications to determine if Attending Physician Statements are required and work with the physician or medical office to obtain the appropriate client records
  • Occasional back up for receptionist or other duties in the office where needed

Qualifications

  • Microsoft Office
  • Word processing
  • Excel

At MassMutual Pittsburgh, we focus on setting the standard for progressive leadership throughout our region. We foster an inclusive environment where everyone works together in harmony toward the common goal of servicing our clients and community. 

We take great pride in the work we do with individuals, families, and businesses to provide financial services for every stage of life. Exceeding expectations is what drives us – We not only provide a vast portfolio of product offerings, we also serve and support our clients throughout the life of the relationship. We do this by building these relationships on the foundations of honesty, integrity and respect, never forgetting the importance our clients hold in the life of our Firm. 

We encourage members of underrepresented groups and multi-lingual candidates, including American Sign Language, to apply. 

Attractive benefits including a full medical, dental vision, 401(k) Savings Plan, as well as paid time off. 

Compensation
$40,000 - $45,000 yearly
About MassMutual Pittsburgh

At MassMutual Pittsburgh, we focus on setting the standard for progressive leadership throughout our region. We foster an inclusive environment where everyone works together in harmony toward the common goal of servicing our clients and community. 

We take great pride in the work we do with individuals, families and businesses to provide financial services for every stage of life. Exceeding expectations is what drives us – We not only provide a vast portfolio of product offerings, we also serve and support our clients throughout the life of the relationship. We do this by building these relationships on the foundations of honesty, integrity and respect, never forgetting the importance our clients hold in the life of our Firm. 

We encourage members of underrepresented groups and multi-lingual candidates, including American Sign Language, to apply. 

Benefits including a full medical, dental vision, 401(k) Savings Plan and paid time off. 

APPLY NOW
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