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Middlesex Savings Bank

Natick, Massachusetts

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New York, New York

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Middlesex Savings Bank

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Westborough, Massachusetts

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Wayland, Massachusetts

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Agency Services Associate II - Senior Market
This is an entry-level position working under direct supervision to provide administrative services to the Agency Services Life, Health and Annuity team. Role will be required to obtain a life / health producers license.  Job duties include: Verifies completeness of health and life applications, images applications and policies, updates AgencyBloc and forwards required paperwork to the appropriate company. Checks status on pending applications, communicate status with writing agent, and update AgencyBloc for new business.    Responds to client or agent inquiries via phone, email, and mail regarding senior health products. Inquiries may be premiums questions, annual market research, supplies, application status. This may include calling companies and accessing compa


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