Enrollment Success Analyst

Overview

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”

The Enrollment Success Analyst reports directly to the VP of Field Services on the Sales team. The Enrollment Success team is responsible for ensuring every sales opportunity reaches its best possible outcome during the case onboarding and enrollment process, inclusive of new/new, NLOC, and re-enrollments. The Enrollment Success Analysis is responsible for onboarding brokers and case relationships and the ongoing service of our EDI partners and enrollment platforms, ensuring an overall positive and successful enrollment experience.

This role is the point of contact for brokers and enrollers to be sure they are completely trained on the proprietary enrollment platform and process. This role ensures all brokers and enrollers have the knowledge, collateral material, and enrollment strategy in place for the most successful enrollment of our products to achieve participation goals. The Enrollment Success Analysts is responsible for onboarding and communicating regularly with partners sending new enrollment data to Boston Mutual.

The role will require managing tasks such as monitoring incoming and outgoing enrollment information, ensuring all sold case paperwork is accurate and compliant in accordance with state regulations, and using initial onboarding documents, reviewing layout requirements, testing and auditing the system for issues, and implementing improvements. The Enrollment Success Analyst serves as the initial internal contact for troubleshooting enrollment inquiries and works closely with IT staff to ensure the EDI is working as intended.

The Enrollment Success Analyst is expected to:

• The primary relationship/case contact for the sold case, once the case is confirmed sold (handed off from Internal Sales).
• Partners with external partners to have all sold case paperwork and requirements completed within state guidelines.
• Responsible for monitoring enrollment conditions to align with state guidelines, product filing requirements, and corporate business practices.
• Working with Sales to ensure the enrollment execution plan from pre-communication through proper enroller access is documented and agreed to
• Track and report on enrollment results and recommend necessary process changes to improve results
• Flag ongoing enrollments that are potentially problematic for resolution
• Drives communication with external partners during the enrollment of a case to ensure the access, participation, and top line sales results are reaching the maximum potential.
• Develop, coordinate with and support new external partners (brokers, enrollers and cases) during the case onboarding process.
• Partner with commissions to ensure commissions are setup correctly to pay brokers…