Case Coordinator

New Business Case Coordinator

Baystate Financial, a Premier Financial Services organization in New England and beyond, seeks a New Business Case Manager in their East Providence, RI office. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday.

Qualifications include superior verbal and written communication skills, a professional and friendly phone presence, strong organizational skills, and an ability to learn and adapt to new software and processes quickly. Familiarity with Microsoft Office and Client Relationship Management (CRM) applications is necessary.

A background in Financial Services is desired.

The duties of this role include supporting the New Business team, including application processing and initial premium payments, communication with clients, submission and tracking of all new business cases for management, maintaining a CRM system, life insurance and disability applications, and general administrative support.

We offer a competitive hourly rate with bonus potential commensurate with relevant prior work experience and qualifications.

Qualified candidates should submit a cover letter and resume to the email address provided.

Equal Opportunity and Affirmative Action Employer

Baystate Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: $50,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $50,000