Annuity Claim Specialist

The OpportunityThis is the next-level position which works under the direction of an immediate supervisor or higher-level examiner. Accountable for the collection and processing of annuity and income settlement claims. Determine benefits and prepare appropriate documents and/or supplementary contracts. Provide information to beneficiaries, policyholders, agents and other interested parties. Follow established procedures and guidelines.The TeamThe Annuity/Income Settlement Team is comprised of a Team Consultant, 10 Claim Examiners and a Policyholder Services Specialist who supports the holds, follow up and SSA processes. The team works collaboratively and supports one another in their daily work and has a relentless focus on our customers and advisors. The team takes pride in delivering on the ultimate promise that Mass Mutual has made to help people secure their futures and protect the ones they love.The Impact In this role you will service individuals who are the recipient of annuity or income settlement death claim proceeds. You will adjudicate the claim from the first notice of death to receiving requirements and paying the claim. This role requires communication with beneficiaries and advisors to provide information and guidance on the claim process. It requires agility to flex from one task to another and a high level of accountability for your caseload and production.The Minimum QualificationsHigh School Diploma, GED or HiSET1+ year of experience in a claims processing, annuity product, operations, or case management role. 1+ year customer service experience1+ year MS Office computer experienceThe Ideal QualificationsAn associate degree or bachelor’s degreePrevious Annuity claim examination experienceFamiliarity with Polaris, WMA, Vantage, Onbase, LifeCad and/or OrionExcellent communication skills, written & oralAttention to detail and critical thinking skills a mustCritical thinker with ability to anticipate customers’ needsDecision makerStrong computer skills (Microsoft Word, Excel, PowerPoint)What to Expect as Part of MassMutual and the TeamRegular meetings with the Annuity/Income Settlement TeamFocused one-on-one meetings with your managerNetworking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource GroupsAccess to learning content on Degreed and other informational platformsYour ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefitsMassMutual 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.California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our California Consumer Privacy Act Disclosures page.