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Worksite Executive Disability Re-Enrollment and Client Consultant

Role overview

Qualifications

  • 5+ years of workplace group benefits and/or disability industry experience with a focus on sales and customer facing roles
  • Bachelor's degree or a H.S. Diploma with 8+ years of experience in financial services
  • Willing to travel 10-15%
  • Experience with disability insurance products preferably group executive disability

Responsibilities

  • Build, nurture, and manage key relationships with producers and clients
  • Identify new business opportunities with existing customers and producers
  • Guide clients and producers through the renewal process, ensuring a smooth experience
  • Plan and execute enrollment and re-enrollment campaigns

Key facts

Hard skills

Other skills

  • Relationship Management
  • Sales
  • Customer Service
  • Detail Oriented
  • Teamwork
  • Communication

About the company

MassMutual logo

MassMutual

Financial Services

Living mutual has always been at the core of our human existence, and it's the principle that's guided us since our founding in 1851. It's not a concept we invented, but one we champion for the simple reason that people take it for granted today. While the world would have us strive for independence, the truth is when we depend on one another, we aren't just more secure - life is happier and more fulfilling. So as we celebrate our new identity, we're reminding everyone that who we are stays the same. Learn more at: www.MassMutual.com Disclosures about MassMutual’s LinkedIn Company Page and other social media sites are located at: https://www.massmutual.com/social-media-guidelines. CRN201905-212768

Company details

Company typeXLarge
IndustryFinancial Services
Company size5001 - 10000

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Job description

Worksite Executive Disability Re-Enrollment and Client Consultant 

The Opportunity 

The Worksite Executive Disability team is growing.  Your primary responsibility will be to work directly with our producers and existing customers to identify growth opportunities, support benefit re-enrollments and be stewards of key producer and client relationships.    Help drive overall disability growth goals by collaborating with sales and service to ensure client satisfaction and loyalty is at the forefront of our efforts.   

The Team 

The Worksite business is growing as we aim to reach middle class workers in support of the company’s vision to provide financial well-being to all Americans. Worksite has achieved success in recent years, distributing our Group Voluntary and Executive products through our multi-channel distribution relationships.  This role plays a pivotal role in engaging with the external market to drive growth and retention of our valued producers and customers. 

The Impact 

Your responsibilities will include but are not limited to: 

  • Serve as a Relationship Steward: Build, nurture, and manage key relationships with producers and clients. You’ll be the primary point of contact, trusted advisor, and advocate for their needs.

  • Drive Growth: Identify new business opportunities with existing customers and producers. Collaborate with sales and service teams to develop strategies that increase enrollment, adoption, and retention of Executive Disability products.

  • Support Benefit Renewals: Guide clients and producers through the renewal process, ensuring a smooth experience and maximizing customer satisfaction.

  • Coordinate Enrollment/Re-enrollment Activities: Plan and execute enrollment and re-enrollment campaigns, working closely with sales, marketing, and implementation teams. Develop timelines, materials, and communication strategies to ensure successful outcomes.

  • Provide Product Consulting: Offer expert guidance on Executive Disability products to field force, brokers, and employers. Help clients understand product features, benefits, and options tailored to their needs.

  • Manage Implementation: Oversee the onboarding of new group sales, ensuring a seamless first enrollment and billing experience. Troubleshoot issues and provide hands-on support as needed.

  • Champion Top Producer Relationships: Maintain and grow relationships with high-performing producers, ensuring their continued engagement and satisfaction.

  • Travel:Visit customer locations for meetings, presentations, and relationship-building as required   

The Minimum Qualifications 

  • 5+ years of workplace group benefits and/or disability industry experience with a focus on sales and customer facing roles

  • Bachelor's degree or a H.S. Diploma with 8+ years of experience in financial services

  • Must be willing to travel 10-15% 

The Ideal Qualifications 

  • Experience with disability insurance products preferably group executive disability

  • Demonstrated success in a role requiring strong attention to details, teamwork, and initiative 

  • Demonstrated capacity management and process improvement capabilities

  • Excellent written and verbal communication 

What to Expect as Part of MassMutual and the Team

  • Regular meetings with the Worksite Distribution Strategy Team

  • Focused one-on-one meetings with your manager

  • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups

  • Access to learning content on Degreed and other informational platforms

#LI-RS1

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Salary Range:

$88,300-$115,900

At MassMutual, 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.

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, 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.

MassMutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

At MassMutual, 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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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