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MassMutual Ascend · 4 hours ago

Senior Business Research Analyst

Cincinnati, OH

Full-time

Hybrid

Mid, Senior Level

3+ years exp

MassMutual Ascend is a leading provider of annuities committed to enhancing financial futures. They are seeking a Senior Business Research Analyst to provide excellent customer service, manage documentation, and create reports for their Annuity, Variable, and Pension blocks of business.

Financial ServicesInsurancePersonal FinanceRetirementWealth Management

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

Qualification

Series 6 certificationBusiness analysisCustomer serviceRegulatory complianceProcess improvementTechnical adviceDocumentation skillsTeam collaboration

Required

Associate Degree or equivalent

3 to 5 years of related experience

Currently holds Series 6 or must obtain Series 6 within 6 months hire

Preferred

Bachelor's Degree preferred in Business, Accounting, or related discipline

Benefits

Competitive salaries

Incentive and bonus opportunities

Extensive benefits offerings

Company

MassMutual Ascend

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.

Founded in 1960

Cincinnati, Ohio, USA

501-1000 employees