All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands **_“FOR”_** – it is what makes us **_different_** and **_better_** in the market we serve. + We are **_FOR_** being a progressive life insurance company offering financial peace of mind to working Americans and their families. + We are **_FOR_** providing practical and affordable products designed for those we serve. + We are **_FOR_** making it easy to secure a level of financial protection with a portfolio of products – beginning with life insurance. + We are **_FOR_** providing a personalized customer experience to our policyholders and producers. + We are **_FOR_** acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve – representing the goodness of mutuality in all we do. We do our best to: + Demonstrate a desire to assist + Listen for understanding and respond empathetically + Explain things in a manner that is easy to understand + Be knowledgeable students of our business + Take full ownership to resolve questions and issues + Be professional, polite and courteous + Leave our customers and associates “better than where we found them” **Statement of Position** The Issue Coordinator reports directly to the Supervisor – Issue The Issue Coordinator is responsible for setting up, data entry, issue processing and the medical underwriting of Life, Disability, Critical and Accident applications. Responsible for verbal and written communications with our servicing agencies, brokers, policyholders and home office personnel. The Issue Coordinator is expected to: + Process, underwrite and issue Life, Disability, Accident and Critical Illness Cases. + Data Entry of new paper applications received. + Request missing information on applications. + Make underwriting decisions to approve, declined, and reduce coverage based on medical information. + Calculate, verify deductions and process deduction changes. + Follow up with Agents and Insureds to discuss pending requirements, medical information, billing set up and deduction changes. + Set up list bills. + Verify agent licensing. + Order telephone inspections. + Prepare adverse underwriting letters to send policyholders + Assist internally with policy changes and case reissues. + Help with policy assembly, checking and mailing. + Scan and retain all case related documents. + Mentor and train new employees and provide one on one guidance. + Participate in monthly team meetings. Offer feedback and suggestions on improving the workflow. + Participate in special projects and other duties as required. **JOB REQUIREMENTS AND QUALIFICATIONS** Education: High School Diploma required; Associate or Bachelor’s Degree preferred. Experience: Minimum of 2 years of equivalent work experience required. Knowledge Requirements: + Excellent written/verbal communication skills. + Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines. + Excellent interpersonal skills and the ability to effectively build and extend relationships. + Shows initiative with a “can do attitude” and the ability to implement changes that will improve workflow. + Strong computer skills using MS Office. + Strong math aptitude. + Insurance knowledge a plus. Certifications/Licensures: N/A **ADDITIONAL INFORMATION** Regular Working Conditions (Desk job with occasional walking, use of computer with hand and finger motions, close and distance vision, minimal noise level and no exposure to weather conditions) Prolonged Standing Frequent Walking or Stooping Heavy Equipment or Machinery Operation Heavy Lifting Increased Noise Level Exposure to Weather Conditions Travel Required “On Call” Hours Required **Other Information:**