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 resource and direct questions to the appropriate home office support groups
• Work closely with the Field Leaders
Skills and Abilities
• Ability to triage Financial Professionals
• Ability to work with others in a collaborative team environment
• Demonstrates initiative, self-motivation and excellent organizational skills, ability to set priorities, work under pressure and meet deadlines
• Ability to communicate effectively in both verbal and written form
• Adaptable to a changing environment and flexibility around work assignments
• Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
• Competent computer experience with demonstrated ability in Microsoft Office and the ability to utilize multiple systems and windows simultaneously
• Basic math skills
• Strong attention to details
• Knowledge of Home Office and Field Office systems such as Insight, Smart Office, Paperclip, SNAP, ACE, CL&R procedures, etc.
• Ability to order medical requirements
• Understanding of underwriting requirements
• Understanding of Age & Amount requirements
• Ability to screen questions and direct questions to appropriate individuals/groups
Education
• H.S. Diploma or Equivalent required
• Bachelor's Degree strongly preferred
Experience
• Experience in Case Design and Illustrations required
• Familiar with the Underwriting and New Business process
• Familiar with the STAR Financial Professionals process
• Typically a minimum of 2-4 years related experience required
• Experience with life insurance/annuity products required
Base Salary Range: $65,000-$75,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
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.