Jobs
>
Étreux

    Business Relationship Manager Law Firm IT Management Consultant - Boston, United States - Penn Mutual Life Insurance

    Penn Mutual Life Insurance
    Penn Mutual Life Insurance Boston, United States

    5 days ago

    Default job background
    Description


    Our associates own the relationship with our valued customers and have the rewarding responsibility of shaping the image of Penn Mutual.

    Individuals with a passion for service will handle a variety of in-bound calls from our clients via an 800 line and process transactions and documents.

    This position works under immediate supervision.

    We've embraced a flexible, hybrid approach to work. Based on your role and personal preference, we empower you to choose where you work best. This model allows you to balance your life and bring your whole self to work.

    Responsibilities

    Learn all facets of Annuities and the products sold

    Handle simple to more complex in-bound calls from our clients and answer questions regarding life or annuity product and/or servicing needs

    Investigate and follow up on basic or routine questions/issues to resolve concerns in an accurate and timely manner

    Accept ownership of the interaction and provide a high caliber of service and follow-through

    Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to gain and document needed information

    Process routine financial and non-financial transactions and document records with consistent quality, attention to detail, and according to department policies and procedures

    Recommend and facilitate process changes to continuously improve the customer experience

    Adhere to Service Level of Agreements (SLAs) and individual/team metrics

    Escalate more complex issues as appropriate

    Remain current in profession and industry trends

    Comply with all company and site policies and procedures

    Responsible for adherence to the company's framework of internal controls

    Work collaboratively and may participate on project teams

    Identify, recommend and implement ongoing process improvements

    Perform various other related duties, assignments and special projects as assigned

    Ability to work between the hours of 8:30 am to 6:00 pm

    Complies with all company and site policies and procedures

    Remains current in profession and industry trends

    Successfully completes regulatory and job training requirements

    Performs other duties as assigned

    Required Skills

    A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone

    Ability to comprehend and articulate information

    Execute with urgency and professionalism

    Ability to navigate multiple systems and resources

    Excellent analytical and organizational skills with attention to detail

    Excellent communication skills, both verbal and written, required

    Willingness and proven ability to work on multiple tasks and adapt to a changing work environment

    Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended

    Willingness and ability to work under pressure and meet deadlines

    Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

    Ability to work with others in a collaborative team environment

    Required Experience

    H.S. Diploma or Equivalent Required

    Bachelor's Degree Preferred

    Experience

    Minimum of 1-3 years customer service experience Required

    Experience with annuity products Preferred

    Penn Mutual helps people become stronger. Our expertly crafted life insurance is vital to long-term financial health and strengthens people's ability to enjoy every day.

    Working with our trusted network of financial professionals, we take the long view, building customized solutions for individuals, their families, and their businesses.

    We support our financial professionals with retirement and investment services through our wholly owned subsidiary, Hornor, Townsend & Kent, LLC, member FINRA/SIPC.


    Base Salary Range:
    $48,000 - $61,500


    Qualifications:
    A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone

    Ability to comprehend and articulate information

    Execute with urgency and professionalism

    Ability to navigate multiple systems and resources

    Excellent analytical and organizational skills with attention to detail

    Excellent communication skills, both verbal and written, required

    Willingness and proven ability to work on multiple tasks and adapt to a changing work environment

    Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended

    Willingness and ability to work under pressure and meet deadlines

    Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

    Ability to work with others in a collaborative team environment


    • A customer service attitude that translates professionalism, confidence as well as a friendly approach over the phone
    • Ability to comprehend and articulate information
    • Execute with urgency and professionalism
    • Ability to navigate multiple systems and resources
    • Excellent analytical and organizational skills with attention to detail
    • Excellent communication skills, both verbal and written, required
    • Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
    • Excellent problem-solving skills – the ability to see beyond the obvious into what may be intended
    • Willingness and ability to work under pressure and meet deadlines
    • Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
    • Ability to work with others in a collaborative team environment
    #J-18808-Ljbffr
  • Wood Mackenzie

    Managing consultant

    3 weeks ago

    Wood Mackenzie Boston, United States

    Full job description · In the middle of the energy transition, businesses and governments are faced with significant challenges. But the pace and scale of change mean every decision is made under mounting pressure. Now, more than ever, companies need reliable data, analytics and ...

  • Berkeley Research Company

    Managing Consultant

    5 days ago

    Berkeley Research Company Boston, United States

    Managing Consultant - Corporate Finance - Turnaround & Restructuring · The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lende ...

  • ServiceNow

    Manager consulting

    5 days ago

    ServiceNow Boston, United States

    Company Description · At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ...

  • ServiceNow

    Manager consulting

    2 days ago

    ServiceNow Boston, United States

    Company Description · At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world cant wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ...

  • Profitero inc

    Consulting Manager

    1 week ago

    Profitero inc Boston, United States

    Job Description · Job Description Salary: · Title: · Consulting Manager · Location: · Boston (Hybrid 3x/week in office) · ***AT THIS TIME WE ARE ONLY CONSIDERING CANDIDATES IN THE BOSTON AREA WILLING AND ABLE TO COME TO THE OFFICE 3 days / week. · About Profitero: · Profi ...

  • Lumanity

    Managing Consultant

    5 days ago

    Lumanity Boston, United States

    Overview / About us: · Lumanity is dedicated to improving patient health by accelerating and optimizing access to medical advances. We partner with life sciences companies around the world to generate evidence to demonstrate the value of their product, translate the science and ...

  • the Hayden Consulting Group

    Consulting Manager

    1 week ago

    the Hayden Consulting Group Boston, United States

    Who We Are · Hayden is a team of people who like making sense of messy, complicated data. We focus on the life sciences industry, solving problems that support biopharma manufacturers to unlock markets and help patients achieve access to medicines. · We embody the following val ...

  • Lumanity

    Managing Consultant

    3 weeks ago

    Lumanity Boston, United States

    Overview / About us · Lumanity is dedicated to improving patient health by accelerating and optimizing access to medical advances. We partner with life sciences companies around the world to generate evidence to demonstrate the value of their product, translate the science and da ...

  • CrossCountry Consulting

    Managing Consultant

    2 weeks ago

    CrossCountry Consulting Boston, United States

    From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collabor ...

  • the Hayden Consulting Group

    Consulting Manager

    1 week ago

    the Hayden Consulting Group Boston, United States

    Who We Are · Hayden is a team of people who like making sense of messy, complicated data. We focus on the life sciences industry, solving problems that support biopharma manufacturers to unlock markets and help patients achieve access to medicines. · We embody the following value ...

  • TELUS Agriculture & Consumer Goods

    Consulting Manager

    1 week ago

    TELUS Agriculture & Consumer Goods Boston, United States

    TELUS Agriculture & Consumer Goods is a great place to work. You can see it in our team members. The diversity of the team and their unique contributions set us apart from the competition. Our success is based as much on our future friendly team as the innovative technology solut ...

  • Veeva Systems

    Managed Services Consultant

    4 days ago

    Veeva Systems Boston, United States

    Veeva Systems is a mission-driven organization and pioneer in industry cloud, helping life sciences companies bring therapies to patients faster. As one of the fastest-growing SaaS companies in history, we surpassed $2B in revenue in our last fiscal year with extensive growth pot ...

  • Stax Inc

    Manager, Strategy Consulting

    1 day ago

    Stax Inc Boston, United States

    Overview: · Stax recently announced a strategic investment by Blue Point Capital Partners which will fuel a new chapter of growth in key areas across the firm including expanding our recruitment and talent development efforts. To support our accelerated growth, Stax is growing o ...

  • Berkeley Research Company

    Senior Managing Consultant

    5 days ago

    Berkeley Research Company Boston, United States

    Senior Managing Consultant - Corporate Finance - Turnaround & Restructuring · ABOUT BRG CORPORATE FINANCE · The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, in ...

  • Inizio Group

    Consulting Resource Manager

    6 days ago

    Inizio Group Boston, United States

    Putnam is looking to hire a Staffing Manager for our strategy business who will oversee, manage, and execute all staffing and project assignments for our Consulting business. Resource management and project staffing is an integral part of how we drive success for our employees, o ...

  • Fidelity Management & Research Company

    Senior Management Consultant

    3 weeks ago

    Fidelity Management & Research Company Boston, United States

    Senior Management Consultant · Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Management Consultant to work in the Advanced Process Solutions division within Fidelity Investments ...

  • ClaraSys Inc

    Managing Business Consultant

    6 days ago

    ClaraSys Inc Boston, United States

    We are experts in business analysis, program management, change, sustainability process improvement, and customer experience. However, being a Clarasys consultant is not just about delivering the same thing over and over again. We ensure the work we do is tailored to our clients, ...

  • Teamwork Corporate

    Change Management Consultant

    1 week ago

    Teamwork Corporate Boston, United States

    Company Description · Would you like to contribute to exciting digital transformation projects with people who are passionate about innovation? With TeamWork Management, the possibilities are endless. We are a local fast-growing company with a global reach, powered by the Swiss ...

  • Berkeley Research Group

    Senior Managing Consultant

    5 days ago

    Berkeley Research Group Boston, United States

    · Position at Berkeley Research Group, LLC · The BRG Transaction Advisory practice is seeking to add professionals due to client and market opportunities and demand. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of transaction ...

  • The Hollister Group LLC

    Performance Management Consultant

    3 weeks ago

    The Hollister Group LLC Boston, United States

    Performance Management Consultant · A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. · Our client, a nonprofit entity based in Boston is looking to hire a Performance Management Consultant to jo ...