MassMutual · 2 months ago
Account Management Specialist
MassMutual is seeking a New Business Account Manager who will serve as a dedicated client relationship partner. The role focuses on managing onboarding, service, and support for new business, while developing strong partnerships with agency staff and financial professionals to drive growth and policy persistency.
FinanceFinancial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Manage pending inventory and issued cases to improve placement rates
Act as liaison between firms and internal teams, providing timely updates and resolving escalations
Deliver training and communicate process changes to firm New Business staff
Build strong relationships with internal and external stakeholders to streamline workflows
Conduct agency visits and presentations to educate, gather feedback, and strengthen partnerships
Facilitate regular calls with agencies to review metrics, address gaps, and solve problems
Partner with Compliance and Field Risk Management on regulatory matters
Identify process improvements and provide coaching to enhance ease of doing business
Participate in projects focused on service enhancements and customer centricity
Qualification
Required
High School Diploma
3+ years of work experience in the Financial/Insurance industry or Client Relationship Management
Preferred
Bachelor's degree
1+ year of Life/Disability Insurance product knowledge
Experience in case management or underwriting for Life or Disability Insurance
5+ years in Financial Services, Customer Service, or Client Relationship Management
Strong understanding of company products, services, and business operations
Skilled in presenting processes, results, and best practices to internal and external stakeholders
Detail-oriented and able to work independently under tight deadlines
Thrives in fast-paced, diverse, and dynamic environments
Committed to delivering exceptional service and performance excellence
Proficient in using multiple systems and tools
Highly organized and capable of managing multiple priorities
Effective communicator with strong negotiation and conflict resolution skills
Collaborative team player who respects procedures and timelines
Flexible to support business needs during peak periods and critical deadlines
Benefits
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
Company
MassMutual
MassMutual is a mutual life insurance company that provides investment management and trust services.
H1B Sponsorship
MassMutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (96)
2024 (94)
2023 (66)
2022 (115)
2021 (121)
2020 (73)
Funding
Current Stage
Late StageRecent News
2026-01-18
2025-12-25
Company data provided by crunchbase