Description
As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers’ unique needs – whether it’s protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come.
The Opportunity
MassMutual Ascend’s Policy Research team is looking for a detail-oriented individual to join the team as a Senior Business Research Analyst. As a Senior Business Research Analyst, you will focus on excellent customer service through a low volume of phone calls and written verification. The Senior Business Research Analyst will review and process documentation within our Annuity, Variable, and Pension blocks of business, along with creating and managing reports. You will have flexible, hybrid work arrangements based out of our downtown Cincinnati, OH office.
Job Responsibilities
- Actively gains and maintains advanced knowledge of the various regulations and reporting requirements for the products/services the company maintains.
- Applies knowledge to prepare and/or verify various customer and regulatory statements, summaries, transactions, tax forms, etc. for accuracy and compliance with company and regulatory guidelines. This may include working with vendors/IT to process client output and maintain client records.
- Researches and resolves customer complaints, error report output, tax reconciliation, and/or other issues escalated from customer service, policy service, new business, etc.
- Documents methods/processes to resolve issues, may process corrections into the appropriate company systems.
- Identifies and recommends potential training and/or process improvement needs to management.
- Responds to correspondence, complaints and information requests via telephone, e-mail, fax, regular mail.
- Reviews and releases processed transactions to assure accuracy and timely processing while working within narrowly defined limits.
- Ensures that disbursements are conducted in compliance with applicable statutes, regulations and other legal requirements, and that all applicable company procedures and policies are followed.
- Participates in processes/projects such as reviewing and/or testing impact to current policies/practices for system installs/upgrades, changes in regulator environment, etc.
- Builds partnerships with all areas of the business in order to effectively address policy issues.
- Applies knowledge of policies and procedures and utilizes general understanding of the business and organization. Complies with company and regulatory guidelines.
- Provides guidance, technical advice, training and assistance to lower-level positions and other functional areas.
- Maintains client records, returns, reports, and other related information in administering client business.
- Performs other duties as assigned
Minimum Qualifications
- Associate Degree or equivalent. Bachelor’s Degree preferred in Business, Accounting, or related discipline.
- 3 to 5 years of related experience.
- Currently holds Series 6 or must obtain Series 6 within 6 months hire.
What to Expect
- Focused one-on-one meetings with your manager
- Ongoing opportunities for development and learning
- Working in a fast-paced environment with available flexible work schedules
- A place to grow your career in a culture that inspires, rewards and develops employees
- Small company feel with a focus on meeting customer’s needs today and also well into the future
#LI-MM1
Why Join Us.
MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer. We welcome all persons to apply.
At MassMutual Ascend we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance..
What We Do
MassMutual Ascend (previously Great American Life)
At MassMutual Ascend, we are committed to going above and beyond – so when it comes to your financial future, the impossible feels possible. As a leading provider of annuities, we see our products as more than just contracts. Our annuities are transparent and easier to understand, so you always know what to expect.
The status quo isn’t a status we ever want. At MassMutual Ascend, we’ll always be in pursuit of better – so you can navigate your future with confidence.
Products issued by MassMutual Ascend Life Insurance Company, a wholly owned subsidiary of Massachusetts Mutual Life Insurance Company (MassMutual). All guarantees subject to the claims-paying ability of MassMutual Ascend.
Registered index-linked annuities underwritten and distributed by MM Ascend Life Investor Services, LLC, member FINRA and an affiliate of MassMutual Ascend Life Insurance Company
