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Service Coordinator Full-time

at MM PR in New York (Published at 19-11-2019)

About Us

Mass Mutual is a mutual company. We have shareholders. Our members and participating policy owners are often described as sharing in our ownership. As a mutual company, we operate for the benefit of our members and participating policy owners.

Throughout our history, this focus on the long-term has helped us provide financial and retirement security to millions of people. We offer a range of financial strategies and solutions to help our customers every step of the way.

Whether it?s life insurance, an annuity, a retirement savings product like a 401(k) or one of our other offerings, we?ll work with our customers to gain confidence, and stay flexible and prepared for their financial future.

Job Description

The essential responsibilities of this position are to provide service to the agency staff as well as the agency producers.

MAJOR RESPONSIBILITIES:

1. SCANNING FOR NEW BUSINESS, CUSTOMER SERVICE and INVESTMENT

  • Scan, upload, index, save files digitally for agency clients including: LADL and Investments.
  • Complete and in good order documentation of all files is a key part of the Agency.
  • New Business Files (Pending Clients):
  • Download application and additional forms from Workbench, create a digital file or save in digital file created.
  • Once case is reported and delivery requirements completed, need to close the file from Pending Client to Existing Client
  • Confirming all documents are in file as per checklist.
  • Correct indexing of forms. Attention to detail needed.
  • Customer Service Files (Existing Clients):
  • Upload all emails and forms sent to Home Office Customer Service to the existing client file.
  • Documentation in each file is key to the Agency.
  • Investment:
  • Create digital file, (upload paper files to digital).
  • Confirming all documents are in file as per checklist.
  • Correct indexing of forms. Attention to detail needed.
  • Assist in other filing tasks.
  • Additional tasks may be assigned as needed.

KNOWLEDGE AND SKILLS

  • Bilingual (Proficient Reading, Writing, Speaking in Spanish and English)
  • Strong Organizational Skills, multi-tasking, time management.
  • Excellent verbal and written communications as well as interpersonal skills.
  • Able to work under pressure.
  • Strong computer skills (Office 365 and internet use)
  • Superior customer service orientation.
  • Self ? starter and fast paced.
  • Detail knowledge of financial services products. (Training is provided)
  • Troubleshooting problems and finding prompt and efficient solutions.

ABILITIES

  • Active Listening- Giving full attention to what others are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Good communication skills and tact with clients/agents.
  • Reading Comprehension -Understanding written work-related documents.
  • Attention to detail.
  • Able to set priorities and sense of urgency.
  • Ability to build relationships.
  • Must be a team player, willing to assist in all aspects.

PHYSICAL DEMANDS:

  • Fixed office schedule.
  • Attend meetings and seminars.
  • Working with supervision.
  • Dress code- must wear daily uniform provided.

Job Type: Full-time

Experience:

  • Data Entry: 1 year (Required)

Education:

  • High school or equivalent (Preferred)

Work Location:

  • One location

Typical start time:

  • 8AM

Typical end time:

  • 5PM

This Job Is Ideal for Someone Who Is:

  • Detail-oriented -- would rather focus on the details of work than the bigger picture
  • High stress tolerance -- thrives in a high-pressure environment
  • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction

This Company Describes Its Culture as:

  • Team-oriented -- cooperative and collaborative
  • Detail-oriented -- quality and precision-focused

This Job Is:

  • A good job for someone just entering the workforce or returning to the workforce with limited experience and education
  • Open to applicants who do not have a college diploma


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