What are the responsibilities and job description for the PRACTICE MANAGER position at MassMutual Pittsburgh?
How will you help grow our Practice?
You will
Prepare and submit insurance and investment paperwork as well as assist with new account openings, transfers of accounts, and transactions.
Assist with the continuous development and implementation of our client service model.
Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.
Respond to routine client service issues and requests.
Champion, train and implement technology.
Provide administrative support to the team to include scheduling appointments, answering and screening calls, composing and proofreading correspondence and other written materials.
Who do you need to be?
An independent worker able to recognize what needs to be done and proceed without constant direction or supervision.
Systems focused, pragmatic, and able to create order in a way that is both structured and flexible.
Organized, problem solver, and proactive are words people use to describe you.
Attention to detail.
Commitment to measuring results
This position requires a high comfort level with frequent change, an enthusiasm for competition, and the ability to prioritize your workflow.
Experience Needed
Demonstrated organizational, and time management skills under pressure.
Microsoft Office Skills Word, Outlook, PowerPoint, and Excel.
Highly accurate typing, data entry, spelling, and proofreading skills
FINRA Series 7 and 66 / 63 preferred but not required.
