Job Description

The Opportunity

The Transition Consultant will be responsible for, lead, and drive the successful installation of all newly sold Pension Risk Transfer (PRT) contracts in a timely and efficient manner, while maintaining and building solid relationships with the contract holder and intermediary to showcase MassMutual’s reputation in the PRT marketplace. This role requires exemplary customer relationship skills, a high level of attention to detail, strong project management skills, as well as strong written and verbal communication abilities. It involves collaborating closely with all impacted internal partners (e.g. legal, actuarial, call center, operations), as well as close partnerships with plan sponsors and their internal or external partners (e.g. legal, actuarial, etc.) to maintain deliverables in an established timeline.

The Team

The New Business Team consists of Transition Consultants and Data Management Consultants, who collaborate to ensure we successfully onboard all new sales within established timelines, while maintaining client satisfaction. The team values everyone’s input and partners to meet our deliverables. 

The Impact

The roles and responsibilities outline the day-to-day core functions of the role. However at the centerpiece is maintaining a high level of satisfaction from our clients and ensuring no disruption to our annuitants by providing a smooth transition to MassMutual.  We accomplish this by keeping a focus on MassMutual’s core values and encouraging collaboration amongst the team and the department. 

Key Responsibilities Include:

Point of contact for all external and internal questions and issues throughout the installation.
Coordinate and drive the installation process of new business and ensure customer satisfaction.
Create and maintain project plans and mitigate any potential disruptions or issues to ensure the timeline remain on target.
Identify and resolve issues through completion in a timely manner.
Partner closely with Data Consultants to review and analyze issues that require attention, including items that impact the population, the benefits and contract.
Draft contracts and applicable certificates.
Review all responses during the contract and certificate drafting process and provide expertise on benefit provisions.
Advise and negotiate with plan sponsors on non-standard benefits.
Work with internal operations staff to disseminate information throughout the installation that impacts them.
Coordinate and ensure any post installation updates and questions are addressed timely.
Collaborate with internal partners on benefit automation.
Attend finalist and IFID meetings as applicable.
Create and oversee the mailing of communications, such as Welcome Packages and Certificates.
Prepare all documents related to state filings.
Collaborate with product filing, legal and actuarial on any objections from the state(s) on any filings.

The Minimum Qualifications

Associate's degree and 3+ years project management or related experience or 5+ years equivalent work experience in lieu of degree
3+ years PRT or Defined Benefits (DB) experience
5+ years in a customer service or client facing role

The Ideal Qualifications

Bachelor’s degree
5+ years project management or related experience
5+ years PRT or DB experience, including administering complex provisions
7+ years in a customer service or client facing role
Excellent critical thinking skills
Strong written and verbal communication skills
High attention to detail
Ability to lead and facilitate cross-functional meetings
Excellent organizational skills, and the ability to multitask and reprioritize

What to Expect as Part of MassMutual NewBusiness Team

Regular meetings with the 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

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