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MMSD - Field Service Consultant

Springfield, Massachusetts Customer Service Job ID R15565

The Opportunity

Do you want to be part of a team that encourages your growth, supports your ambitions, and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection, and plan for the future. As a Relationship Manager, we do this by building trust with our customers by being knowledgeable problem solvers and prioritize their needs above all else. We Live Mutual.

The Team

MassMutual Strategic Distributors (MMSD) is MassMutual’s dedicated, third-party distribution channel focused on building on strong relationships and forging new ones with experienced financial firms and professionals. With a diverse and relevant portfolio, including whole life insurance, disability income insurance, fixed annuities, and hybrid life/long-term care insurance, MMSD is partnering with hundreds of financial firms to meet customers where they are with the financial solutions they need.

The Impact

  • Act as liaison with internal business partners to provide advanced support to the administration of MassMutual’s Onboarding, Offboarding, Relationship Maintenance, Credentialing, Book of Business, Address Changes, Direct Deposit, Debt Management, and Compensation and Payroll functions for producers and entities.  
  • Work collaboratively to maintain and enhance effective relationships with our distribution partners, sales, and key account teams.
  • Represent Onboarding team on key projects and initiatives.
  • Own and drive escalations for our two distribution groups (Life&DI and Annuity/Hybrid) to ensure they are resolved quickly by the appropriate resource while.
  • Identify and prioritize NIGO business throughout the onboarding process and resolve expeditiously.
  • Proactively work with customers to guide them through our unique distribution model and workflows to allow business production to move along efficiently.
  • Demonstrate agility and flexibility to triage multiple assignments and projects.
  • Ability to make independent decisions / reach solutions and options through research and independent judgment based on interpretation and confident application of guidelines.
  • Drive continuous improvement through use of Lean methodologies by influencing best practices, improved workflows, and technologies that improve service experience and efficiency.

The Minimum Qualifications

  • Bachelor's degree or 4+ years insurance industry work experience in lieu of degree
  • 3+ years of insurance industry experience, with knowledge of annuity, life, disability, LTC, or hybrid insurance products 
  • 2+ years relationship management or customer facing experience  
  • 1+ year experience in an insurance operations environment and background in licensing, credentialing, and advisor appointment
  • Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

  • Experience with and an understanding of Third Party distribution with Licensing, Credentialing and Relationship Management
  • Proven experience with providing excellent customer service and building with business partners
  • Excellent written and verbal communication skills
  • Extremely organized, detail-oriented individual who is capable of self-managing and multitasking in a fast-paced, demanding environment 
  • Minimal Travel expected with role

What to Expect as Part of MassMutual Strategic Distributors and the Team

  • Regular meetings with the MMSD team
  • Focused one-on-one meetings with your manager
  • Access to mentorship opportunities
  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, 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-DK1

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
EEO Statement(Opens in new window)

MassMutual will accept applications on an ongoing basis until such time as a candidate has been offered employment.

Salary Range: $61,000.00-$80,000.00 Apply

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About MassMutual®

At MassMutual, we believe in the value of being together in our offices and in personal flexibility.

Our work environment is one where the majority of our team members work a hybrid schedule — working at least three days in the office (Tuesday, Wednesday and a third day) and the rest remotely, balancing flexibility with in-person collaboration. While the majority of our employees follow this hybrid model, some of our roles continue to be 100% on-site and others may be 100% remote, subject to business needs.

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, policyowners and customers, we are defined by mutuality and our vision to put customers first. 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. At MassMutual, we Live Mutual.

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