Demo

Practice Support Specialist

MassMutual Greater Philadelphia
Allentown, PA Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/7/2025

Changing people's lives is the business we are in. Is that something you want to be a part of? The role of Practice Support Specialist is pivotal to our firm. Our advisors rely on our PSS to ensure our clients receive the service we promise them! If you want to be a strategic partner to your colleagues and provide a high-level service to your clients, this role is the perfect fit for you.

What will I be doing?

As a Practice Support Specialist, you will support new business processing for multiple Financial Professionals and their businesses. You will provide an elite level of service for all lines of business to the advisor and their clients. A passion for serving others, establishing rapport, and building relationships with internal partners and external clients is pivotal to success in this role.

ROLES AND RESPONSIBILITIES

  • Ownership of the processing and workflow for insurance and investments
  • Data entry for insurance and investment applications, including life, disability income, fixed annuities, variable annuities, mutual funds, wealth management, and brokerage accounts
  • Prepare application bundles via DocuSign for advisors and clients
  • Act as liaison between advisor and Home Office to resolve any outstanding items and accelerate fulfillment of requirements
  • Consistently strive for 100% accuracy of paperwork and data entry to decrease cycle times
  • Follow up on Medical Exams, Attending Physician Statements, and investment-related service requests as needed
  • Track and update cases to review weekly with contracted advisors and provide weekly status reports to advisor and Managing Partner on unit case progress
  • Maintain a digital file of notes on approved CRM
  • Work on special projects as needed
  • Participate in trainings to educate advisors on best practices for new business to increase productivity and increase retention

SKILLSETS

  • Self-starter with the ability to work independently and problem-solve in a fast-paced environment
  • Ability to handle multiple priorities with a sense of urgency, professionalism, and confidentiality
  • High level of efficiency with attention to detail
  • Outgoing with excellent interpersonal skills and passion for collaboration and results
  • Interest in learning financial concepts and strategies
  • What are the requirements and qualifications?

  • To qualify, you must be a US Citizen or permanent resident.
  • Knowledge of one or more financial products (Mutual Funds, Investments, Annuity, Life) and supporting systems preferred
  • One or more years of customer service experience
  • Ability to effectively communicate both verbally and in writing
  • Proficient with Microsoft Office, including Excel, SharePoint, and Adobe Acrobat
  • Compensation And Benefits

  • W2 employee with base salary and bonus potential
  • Health benefits : medical with a health savings account, dental, and vision
  • Retirement benefits : 401(k) with company matching
  • Welfare benefits : group life insurance, group short- and long-term disability, and access to wellness and assistance programs
  • Paid time off
  • Reimbursement for FINRA licensing fees
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Practice Support Specialist?

    Sign up to receive alerts about other jobs on the Practice Support Specialist career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $54,256 - $67,602
    Income Estimation: 
    $62,988 - $78,225
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $182,497 - $259,882
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    Income Estimation: 
    $55,807 - $75,355
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $74,518 - $109,554
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at MassMutual Greater Philadelphia

    MassMutual Greater Philadelphia
    Hired Organization Address Blakely, PA Full Time
    Job Description Job Description Changing people’s lives is the business we are in. Is that something you want to be a pa...
    MassMutual Greater Philadelphia
    Hired Organization Address Bala Cynwyd, PA Full Time
    Are you interested in a career that’s different from a typical office job. In that case, that provides flexibility rathe...
    MassMutual Greater Philadelphia
    Hired Organization Address Bala Cynwyd, PA Full Time
    Position Overview : This part-time position requires the candidate to work four days a week for 24 to 30 hours. Followin...

    Not the job you're looking for? Here are some other Practice Support Specialist jobs in the Allentown, PA area that may be a better fit.

    Practice Support Specialist

    Bethlehem Counseling Associates, Bethlehem, PA

    Program Specialist

    Family Practice & Counseling Network, Nazareth, PA

    AI Assistant is available now!

    Feel free to start your new journey!