Salary Range: $17.5600 To 32.6700 Hourly
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.
The following statements represent what Boston Mutual stands “FOR” – it is what makes us different and better in the market we serve.
We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve – representing the goodness of mutuality in all we do
We do our best to:
The Issue Case Coordinator - is responsible for the New Issue/NBOC team, Sales and Policyholders. The team’s primary responsibilities are issuing policyholder’s policies, certificates, supplies and billing in a timely manner while demonstrating the highest levels of service professionalism in all they do.
The Issue Case Coordinator is responsible for:
Analyze and set up of new cases for processing
Review the sold case submission, group application, sold proposal to verify required information for issue Verify the plan design structure for each case sold
Transaction processing and data entry using GroupComm system
Prepare Contracts/Certificates by coverage(s) and state specifics. Prepare letters and administrative materials for policyholders
Perform electronic census uploads using Microsoft Excel
Review, evaluate and coordinate requests for policy changes, preparing policy amendments
Incorporating amendment change into revised policies and certificates while adhering to state guidelines
Analyze and process system changes for existing policies
Provide customer service through written and verbal correspondence to internal/external stakeholders
Recognize what needs to be done to meet complex stakeholder needs and demonstrate flexibility and responsiveness to meet those requirements. Process and respond to incoming fax, mail and emails within 24 hours.
Coordinate supplies for policyholders and administration. Provide customers with requested backup and supplies in a timely manner.
Provide telephone and email assistance to Implementation Coordinators and Underwriting.
Perform quality reviews.
Assist with special projects
All other duties as required
Education: High School Diploma required. Bachelor’s Degree preferred.
Experience: Minimum of 2 years of equivalent business experience required. Insurance experience and/or knowledge preferred. 1 - 2 years of experience in Customer Service preferred.
Excellent written/verbal communication skills
Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines
Ability to multitask
Excellent interpersonal skills and the ability to effectively build and extend relationships
Experience using multiple system applications, managing electronic and physical documents, ensuring they are properly recorded in systems and stored appropriately
Working knowledge of Boston Mutual or related industry products preferred
Excellent skills using Microsoft Office (Word and Excel)
We returned to the office in May 2022, employees are required to be in office on Mondays and Thursdays at this time. There may be times in which employees are requested to come on site more days during the week based on business need.
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.
|Date Posted||May 19, 2023|
|Date Closes||June 18, 2023|
|Start Date||March 27, 2023|
|Located In||Canton, MA|
|Job Type||Full-time Employee|
|SOC Category||43-4199.00 Information and Record Clerks, All Other|
|Address||18135 Burke Street, Ste 120|
|City, State and Zip||Omaha, NE 68022|
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