Business Coordinator - Tysons, United States - First Financial Group

Description

COMPANY OVERVIEW:

MassMutual is a global financial services organization whose companies offer a broad portfolio of products including insurance, employee benefits, retirement plans, estate planning, tax, asset management, securities, and advisory services.

Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients.

First Financial Group, a general agency of MassMutual, is furthering those efforts and is one of the largest network of offices on the east coast with 10+ branch locations spanning across 8 states.

Founded in 1977, First Financial Group is known for its excellent reputation and has established a record of providing innovative solutions for its clients through a wide array of insurance, advisory and investment services.

DESCRIPTION:


Responsibilities:

• Input case information and upload all documents into firm management system to ensure accurate records.
• Validate Financial Advisor licensing and proper appointment for insurance policies submitted.
• Log correspondence between Home Office, Insurance Carriers, Case Managers, Brokers, and Financial Advisors.
• Order, track, and followup on requests for medical exams/records by insurance carriers to ensure timely completion.
• Send follow up notices to Financial Advisors until delivery requirements are completed.
• Ensure that insurance policies are issued promptly and accurately, meeting all underwriting guidelines and regulatory requirements.
• Process issued insurance policies for mailing to Financial Advisors.
• Establish a deep understanding of all aspects of our business, customer requirements, and service expectations.
• Stay updated on industry regulations and company policies to ensure that all processes and decisions are in line with applicable guidelines.
• Educate others at various levels of expertise on the underwriting, terms, and coverage of insurance policies.
• Manage a variety of responsibilities with constantly changing priorities.
• Perform other duties as assigned.

- *This list is not all-inclusive of job responsibilities._


EXPERIENCE:

• Life & Health Insurance license preferred (or ability to obtain within 90 days from date of hire).
• Proficient in Microsoft Office Suite (i.e., Word, Excel, etc.).
• Ability to work within multiple CRM databases and maintain proper client records.
• Excellent communication skills to patiently explain procedures and concepts to individuals at various levels of expertise.
• A good listener, with the ability to ask probing questions, and present solutions to complex situations.
• Superior organizational skills, including planning, prioritizing, and overseeing concurrent projects.
• Selfstarter with the ability to multitask in a fastpaced, highly confidential environment.

COMPENSATION & BENEFITS:

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Compensation: Base Salary (commensurate with experience - salary range starting at $50,965 and up) + Bonuses.
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Benefits: Medical, Dental, and Vision; 401(k), flexible PTO, STD/LTD and Life Insurance.
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Environment: Hybrid work environment with remote options available.
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Reports To: New Business Operations Supervisor.

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Status: Non-Exempt.

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Miscellaneous:Supportive, flexible, people-oriented culture with a family atmosphere. Individual contribution and innovation highly encouraged and recognized. Personal and career development opportunities available.
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For immediate consideration, please submit your non

• Indeed generated resume in MSWord or PDF format.

_


Pay:
From $55,665.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:


Work Location:
Hybrid remote in Tysons, VA 22102