JobMesh

Sr. Life New Business Liaison

Penn Mutual · US

Job Description: We are looking to add a Sr. Field Liaison Coordinator to help support our Life New Business and Financial Professionals. This role will prov...

Job description

Job Description: We are looking to add a Sr. Field Liaison Coordinator to help support our Life New Business and Financial Professionals. This role will provide services and support to financial professionals and enhance our commitment to the Financial Professionals/Client relationship. 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: - Provide support and triage services to Financial Professionals - Assist Financial Professionals with field underwriting guidelines and expectations - Assist STAR Financial Professionals as required - Effectively utilize systems such as SmartOffice and Insight to keep Financial Professionals updated - Closely partners with Life New Business Relationship team to deliver an exceptional financial professional experience - Closely partners with CL&R team to deliver an exceptional financial professional experience - Assist with new business processing if necessary - Order medical requirements if necessary - Promote our digital experience in ACE and Insight - Serve as a...