IM New Business Relationship Manager

Remote Full-time
Position Summary

Hybrid - In office 3 days per week

Pittsfield, MA or Bethlehem, PA

As an Individual Markets New Business Operations associate, you’re responsible for handling the initial application review, and policy issue for newly submitted Individual Life & Individual Disability insurance policies as well as processing policy changes and payments in compliance with regulatory and business requirements. As a member of our CARE Team, you’re part of a dynamic group focused on achieving team goals and identifying ways to improve the consumer experience. As a Relationship Manager, you’re a primary contact to our field which includes agency office staff members, agents, elite agents, and policy holders. You’ll be skilled to triage escalations and complex requests; identify, analyze, and remedy system and process issues; and serve as a subject matter expert and leverage knowledge of products and processes to solve complex problems to deliver an exceptional service experience.

The ideal candidate will be well organized with the aptitude to learn a range of straight-forward and complex tasks including new business initial review, policy issue, processing payments and policy changes for multiple lines of business, while understanding operational and fraud controls and their importance in mitigating risk and achieving business goals. It’s paramount that you can show empathy and put the customer first when handling work, be a leader to colleagues, contribute new ideas for positive change, and desire to stretch to build the skills needed for further job advancement and career plans.

You are
• A positive role model highly focused on the consumer and a strong collaborator and leader with colleagues
• An independent decision-maker able to utilize resources and use logic to solve problems quickly with minimal leadership assistance
• Confident and skilled to control escalations; a shrewd communicator who can provide focused, constructive, candid updates and feedback.
• Motivated and inspired to do whatever it takes to positively impact our consumers’ lives and foster their well-being
• Very organized with a strong attention to detail across a variety of tasks
• Comfortable challenging status quo and offering new ideas and solutions
• Able to demonstrate ownership and follow through when reviewing workflows, exceptions, and anomalies and able to identify patterns and trends and offer proactive and practical solutions
• Highly focused on your own development and success, willing to accept stretch assignments, and create meaningful development and career plans based on your skill development needs

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