Mutual Opportunities
Annuity Transfer of Assets- Customer Service Specialist
Springfield, Massachusetts
Thank you to our employees for voting us one of the top places to work in Massachusetts for five consecutive years!
Overview
A career with us means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what enables MassMutual to deliver on our purpose to help people secure their futures and protect the ones they love.
We embrace the idea that we all are stronger and better through our support for one another. We strive to create a culture where employees feel valued and are celebrated for who they are.
“Since our founding in 1851, mutuality has put our policyowners at the center of everything we do. At our core, we’re a company of people helping people in their time of need, and that spirit extends to the culture we’ve built at our company. Our employees support and rely on each other each day, collaborating to deliver the best solutions for our customers and help millions more secure their future and protect the ones they love.”
Job Description
The Opportunity
The Customer Service Specialist on the Transfer of Assets Team will support both our MMFA and MMSD business by taking various actions to get funds in house in order to issue an Annuity. You’ll be responsible for partnering and owning the communication with financial professionals, firm back-offices and external and internal partners. This partnership and communication will consist of providing statuses for incoming funds as well as working together to resolve contracts that are not in good order. You’ll perform routine transactions, provide technical guidance, and procedural information on a variety of Transfer of Assets service issues requiring knowledge of financial products and transactions.
The Team
You’ll be joining a team that will be focused on interacting with internal business partners, ceding carriers, financial professionals and their staff. Our team will support the New Business process to ensure we provide an outstanding experience for both the Financial Professionals and Customers. We strive for continuous improvement by looking for opportunities to support the field and business partners in getting Annuities funded for our customers as quickly as possible.
The Impact
As part of the Customer Service Specialist - Transfer of Assets Team, your responsibilities will include, but not be limited to the following:
Troubleshoot and resolve Transfers that are deemed not-in-good-order by the ceding carrier.
Review and validate for accuracy that the Transfer of Assets Packet was mailed/emailed/faxed correctly and timely to the ceding carrier.
Conduct calls to ceding carriers requesting funds required for New Business policy issue.
Collaborate with team members across new business, MMI, and a 3rd party vendor on escalations.
Documentation on various administrative platforms with the result of each call out.
Provide detailed communication, both written and verbal, to financial professionals and career agency firms on status of receipt of funds.
Proactively identify when additional communications to the financial professional are needed when the transfer hits a roadblock.
Consistently look for process improvement opportunities to improve the customer experience and internal efficiency gains.
Act with a sense of urgency and ensure all current day work is completed.
Seek to raise the bar on the service experience delivered to the customer and financial professional.
The Minimum Qualifications
High School Diploma/GED/HiSET
2+ years of customer service experience in a fast-paced environment (or Undergrad Degree in lieu of experience)
1+ year experience working with Insurance products
The Ideal Qualifications
College Degree
1+ year experience working with Annuity products
Ability to solve problems, think critically and use multiple resources to drive toward resolution
Ability to multi-task within multiple platforms and monitors
Strong verbal & written communication skills
Must be able to work in a fast-paced high-volume environment without sacrificing quality of work
Proven relationship management/outstanding service delivery
What to Expect as Part of MassMutual and the Team
Regular meetings with Transfer of Assets Team
Focused one-on-one meetings with your manager
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-AA1
#L-REMOTE
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment. The job description includes the main duties of this position, which may evolve over time. You may be required to perform other duties not listed.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Salary Range: $44,500.00-$56,100.00
Hiring Process
Explore
Explore our open jobs by clicking 'search jobs' to find a position that aligns with your experience and skills. You may also consider joining our Talent Network.
Apply
Click the “apply” button on that job posting to complete and submit your application. Your application will be reviewed by a recruiter, which, due to the volume of applications received, may take some time as we carefully consider each application.
Screen
After your application has been reviewed, if you meet the qualifications for the role, a recruiter will reach out to you to start a conversation.
Interview
If you are invited for an interview, you will be scheduled to meet with the hiring manager and hiring team.
Offer
If you are extended an offer to join MassMutual and accept, your start will be contingent upon a satisfactory background check.
Hire
If you accept the offer, we will be so excited to welcome you to the MassMutual community!
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
By the numbers*
- 88% of employee respondents say they are proud to work at MassMutual
-
90
% of employee respondents say they feel encouraged to bring forth new ideas - 86% of employee respondents say MassMutual cares about and supports the well-being of their employees
*Source: 2024 MassMutual employee engagement survey
Award-Winning Culture
MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members and participating policyowners, we are defined by mutuality and our vision to provide financial well-being for all Americans. It’s more than our company structure — it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources and rely on each other when it counts.
We strive to build a thriving community where everyone is valued, included, and feels that they belong.
At MassMutual, we Live Mutual.
How We Work
MassMutual’s flexible workplace approach combines the importance of connecting in person and the flexibility of working remotely. Our hybrid model puts collaboration first with employees coming in at least three days per week to our spectacular campus settings and also enjoying the flexibility of remote Fridays, company-wide remote weeks, and a bank of flexible remote weeks to use throughout the year.
Benefits for the whole you (and your loved ones)
There’s more to your life than your job and there’s more to your aspirations than a paycheck. We take a holistic view of compensation and benefits that provides the flexibility to create a healthy balance in your life for work, family, and community. We offer the benefits you’d expect, like medical, dental, 401(k), and generous vacation time, but we also offer ones you might not expect, like three paid days for volunteering, a $1,250 annual Well-Being Wallet, and up to 320 hours of caregiver leave.
Explore some of our offerings below. Benefit details can be found here.
Why MassMutual?
Kevin
Compliance Consultant
Seth
Service Management Consultant
Kymberly
Head of Experience Journey Mapping
where we work
Springfield Office
1295 State Street, Springfield, MA
Boston Office
10 Fan Pier Blvd, Boston, MA
New York Office
2 Park Ave,
New York, NY
Virtual
New Job Openings
Sign up for job alerts
Don't see what you're looking for? Sign up for job alerts and we'll notify you when jobs become available.
Job recruiter fraud is a scam by impostors posing as recruiters or representatives of a company promoting fake job opportunities to job seekers.
MassMutual 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 to verify its legitimacy.
Share This Job