Job Description
Manager of New BusinessJob SummaryThis role works closely with the Senior Vice President, Operations along with the Director of Advanced Case Solutions & Brokerage. Together you would serve career advisors and brokerage advisors to support and grow MassMutual Great Lakes.
Key Responsibilities:New Business & Underwriting - Life, Annuities, Disability, and Long-Term Care- Lead, mentor and empower New Business Consultants to serve as Advisor advocates with the Home Office to provide the best offer for the end client and resolve complex case concerns.
- Proactively managing Other Than Applied For (OTAF) offers, assessing additional requirement requests, and maintaining ownership of assigned cases.
- Lead and contribute to initiatives aimed at optimizing operational efficiency and enhancing the overall advisor experience through improved workflows, system utilization, and documented procedures.
- Oversee all new business cases to ensure clear ownership, timely processing, active follow-up, and consistent service standards across the team.
- Monitor case volume, aging, cycle times, processing accuracy, and workflow bottlenecks; review results regularly and implement corrective actions.
- Balance Consultant workloads, establish individual accountability, coach team performance, and evaluate staffing and training needs.
- Maintain and improve standard operating procedures (SOPs); identify recurring submission errors and workflow inefficiencies and implement practical improvements to advisor service.
- Team accountability for the following processes and service standards:
- Review and process applications within 24 hours, ensuring accuracy, completeness, and compliance with submission requirements.
- Communicate promptly with advisors on corrections, status updates, submission requirements, and clear next steps; resolve or escalate advisor concerns.
- Manage medical requirements, policy assembly, and document submissions within set timelines, coordinating with carriers, Home Office, and large-case support as needed.
- Maintain real-time updates in the Client Management System throughout underwriting and processing, including assigned owner, case status, next action, and follow-up date.
- Follow up daily on pending or Not In Good Order business; coordinate with underwriters and case managers to resolve outstanding requirements and prevent delays.
- Enhance new Advisors' field underwriting expertise through tailored individual coaching and group training sessions, including guidance on recurring submission errors.
Design Center Support - Advisors and Brokers- Collaborate with the Director of Advanced Case Solutions & Brokerage as a resource on navigating the underwriting process and advisor experience.
Required Qualifications:- Team leadership experience in a former role.
- Embodies and exemplifies our Core Values:
- Excellence in Everything - Strives to be the first and only resource others turn to.
- Servant Leadership - Leads by prioritizing the needs and success of others.
- Innovation - Proactively creates better solutions rather than waiting for them.
- Reliability - Delivers on every commitment without exception.
- Mindset of Abundance - Focuses on growth through the elevation and success of others.
- Brings a minimum of 3 years' experience in new business processing, strong understanding of medical impairments, solid knowledge of life and annuity products, case design concepts, and leadership.
- Proficient in Microsoft Office Suite and adept with general office and business technology.
- Demonstrates a strong commitment to quality, with exceptional attention to detail and pride in delivering superior service.
- A clear and proactive communicator, capable of collaborating across functions and roles.
- Navigates multiple systems and platforms with ease, leveraging technology to maximize efficiency.
- A dedicated team player with a positive, caring attitude and a client-first mindset.
- Possesses a passion for research, problem-solving, and continuous improvement, paired with outstanding organizational and time management skills.
- Open and committed to professional development, including obtaining any preferred licenses or registrations needed for growth within the firm.
Compensation and BenefitsOur competitive compensation and comprehensive benefits are designed to support your lifestyle, health, and future.
- Comprehensive benefits package, including Medical, Dental, and Vision Insurance.
- Paid Time Off: 15 days per year.
- Life and Disability Plans (optional).
- 401(k) with up to a 4% match.
