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 dedicated to 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 – via enrollment and billing options at the workplace.
• 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 Program Coordinator reports directly to the VP – Cx New Business and Client Management. The Program Coordinator is responsible for assisting the VP – Client Onboarding.

The Program Coordinator is expected to:

• Support VP Client Onboarding and her leadership team in the production of project management deliverables
• Coordinate with the EPMO & Cx Program Manager for updates on in-progress work; compile department progress reports for distribution
• Lead department run projects, track progress, and communicate with the project team effectively
• Support progress and tracking towards agreed goals
• Maintain department run project oversight documentation, project files and libraries
• Escalate needs and roadblocks to the VP Client Onboarding
• Provide support by scheduling meetings, including preparation of meeting agendas, the capture of meeting notes and action items, distributing summaries, and the creation and editing of presentations
• Compile budget reporting for the department and provides information to the VPs of Customer Experience for financial decisions
• Track recruiting activities and general onboarding of new team members in Customer Experience
• Assist in the action tracking and management of open items across department initiatives

• Deliver a broad variety of administrative tasks including managing calendars and appointments, completing reports, preparing correspondence, , and compiling documents for meetings.
• Keep VP of Client Onboarding informed of upcoming schedules and commitments; anticipates changes or conflict in schedule in advance.
• Maintains department supply inventory
• Maintain strict confidentiality in all aspects of staff and business information.
• Provide general administrative duties, project support, special events, and presentations.
• Perform other duties and/or projects as assigned.

Qualifications

Education:

• Bachelor’s Degree or equivalent required with 5-7 years of professional experience.

Experience:

• 3-5 years of Project Management administrative support work preferred. Insurance industry experience preferred.
• Demonstrated ability to exceed individual and project delivery objectives

Knowledge Requirements:

• Demonstrated expert level problem-solving skills; with ability to take initiative and proactive approaches

• Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to detail

• Excellent interpersonal skills and the ability to effectively build and extend relationships at all levels of organization

• Highly resourceful team player with the ability to self-direct work completion independently.

• Ability to prioritize competing priorities and multi-task a variety of requests simultaneously in a fast paced environment
• Expert level verbal, written, and active listening skills
• Strong Microsoft Office skills
• Ability to work well under deadlines in a changing environment and perform multiple tasks effectively and concurrently
• Experience in creating agendas, minutes, correspondence, documentation, and presentations
• Self-driven, highly organized and very effective time management skills

Hybrid Work Model

At our Omaha location, employees will be working either Mondays & Tuesdays on site or Wednesdays & Thursdays on site due to limited space at this time.

At our Canton location, employees will be on site Monday - Thursday starting 5/1/23.

Boston Mutual is an equal opportunity employer. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace, and any offer extended will be contingent upon appropriate results of a drug test.