New Business Coordinator (1134-160)

Penn Mutual Insurance Co. New York , NY 10007

Posted 2 months ago

About Penn Mutual

Since 1847, Penn Mutual has been committed to helping people live life with confidence. At the heart of this purpose is the belief that life insurance is central to a sound financial plan. Through our network of trusted advisers, we are dedicated to helping individuals, families and businesses achieve their dreams. Penn Mutual supports its advisers with retirement and investment services through Hornor, Townsend & Kent, Inc. Registered Investment Advisor and wholly owned subsidiary. Member FINRA/SIPC. We are proud to work together in a values-driven and relationship-based culture. Visit Penn Mutual at www.pennmutual.com.

Position Overview:

The Penn Mutual New Business Coordinator is accountable for efficient processing of Life, Annuity and/or Investment new business cases. They will complete all new business related activities in order to transmit new cases for Insurance and Investment business to PML and HTK. The New Business Coordinator develops strong relationships with Home Office, the Field and Producers by providing best-in-class customer relationships and solution oriented thought processes to challenges.

Position Expectations:

Responsibilities:

  • Reviews, scrubs and submits new business cases for Life and Annuity/Investments, as applicable.

  • Orders new business requirements as necessary and follows up to complete the application process.

  • Follows up on outstanding policy delivery requirements.

  • Assures prompt transmittal of client funds according to established company policies and procedures.

  • Acts as the primary point-of-contact with producers for current information regarding the status of his/her cases.

  • Prepares reports on new business pending, outstanding delivery requirements and premium and commission information, as applicable.

  • Coordinates Client Service requests including beneficiary, ownership and address changes

  • Complies with all company and field office policies and procedures.

  • Remains current in profession and industry trends.

  • Successfully completes job training requirements.

  • Performs other duties as assigned.

Required Skills

  • Customer Service Orientation works with field partners to understand their needs and provide services that reflect the values of the Penn Mutual Life Insurance Company

  • Effective Communication ability to use the right tools, resources and messaging to build relationships and communicate clear, timely, professional information

  • Multi-tasking ability to handle multiple priorities in the same timeframe

  • Strong attention to Detail

  • Strong organizational skills

  • Strong technology skills ability to adapt to changing technology and capable of working with electronic systems which include MS Office, Order Entry, CRM, Document Imaging/Scanning, Email and Websites.

  • Demonstrated ability to work as a collaborative team member and achieve positive results/outcomes.

  • Ability to make a positive contribution as demonstrated by; making suggestions for improvement and learning new skills, procedures and processes.

Required Experience

  • 3-5 years of experience in an office environment. Industry Experience a plus.

Education/Licenses/Professional Designations:

  • High school diploma or equivalent education required. College degree preferred.
  • LOMA or industry courses or certifications a plus.

All Associates Exemplify Our Penn Mutual Values:

Acting With IntegrityWe have the conscious intention to do the right thing.

Respecting One AnotherWe see each other's distinctiveness as a valued asset.

Focusing on RelationshipsWe foster meaningful connections with others.

Sustaining Our LegacyWe are trusted guardians for what we promise.

A Shared Sense of BelongingWe evoke our place as part of a world that we influence and influences us.

For Leadership roles within Penn Mutual, we believe the below characteristics are essential:

Execution Focused "Gets it done" and drives progress and results towards strategic objectives.

Strategic "Sees the big picture and challenges boundaries, takes risks and innovates to execute and advance Penn Mutual's strategy.

Authentic "Keeps it real" and is principled, transparent, trustworthy and accountable.

Decisive "Makes the call" and demonstrates courage, confidence and a bias for action.

Empowering "Develops people" and sets clear expectations, delegates effectively and encourages risk taking.

Influential "Sets the tone" and inspires, motivates and persuades others through their decisions and actions

Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Leaders may, at their discretion, change the responsibilities in this position description at any time due to reasonable accommodation and/or other business reasons.

Job Location New York, New York, United StatesPosition TypeFull-Time/Regular

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New Business Coordinator (1134-160)

Penn Mutual Insurance Co.