Business Research Analyst
MassMutual AscendAbout the role
Description
MassMutual Ascend is committed to helping people plan for a secure retirement in an uncomplicated way. Our simple promise is superior service and annuities that are easier to understand. This means offering innovative products that fit with today’s needs. As a wholly owned subsidiary of MassMutual, MassMutual Ascend functions with the agility of a small company and the assurance of being associated with a Fortune 200 organization who is proud to offer customers a level of strength and stability they can count on for years to come.
The Opportunity
MassMutual Ascend’s Policy Research team is looking for a detail-oriented individual to join the team as a Business Research Analyst. As a Business Research Analyst, you will focus on excellent customer service through a low volume of phone calls and written verification. The Business Research Analyst will review and process documentation within our Annuity and Pension blocks of business, along with creating and managing reports. You will have flexible, hybrid work arrangements based out of our downtown Cincinnati, OH office.
Job Responsibilities
- Develops working knowledge of the various regulations and reporting requirements for products/services the company maintains.
- May 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.
- Develops skills and knowledge to research and resolve customer complaints, error report output, tax reconciliation, and/or other issues as it relates to the business. This may include documenting process to resolve and/or processing corrections into the appropriate company systems.
- Develops and responds to simple correspondence, complaints and information requests via telephone, e-mail, fax, regular mail.
- Participates in processes/projects such as reviewing and/or testing impact to current policies/practices for system installs/upgrades, changes in regulatory environment, etc.
- Builds partnerships with other business units in order to effectively address policy issues.
- Gains knowledge of policies and procedures and utilizes general understanding of the business and organization. Complies with company and regulatory guidelines.
- Maintains client records, returns, reports, and other related information in administering client business.
- Performs other duties as assigned.
Minimum Qualifications
1 to 3 years of related processing experience
High school diploma or equivalent.
Ideal Qualifications
Prior annuities or insurance experience.
Associate degree or equivalent.
What to Expect
- Focused one-on-one meetings with your manager
- Ongoing opportunities for development and learning
- Working in a fast-paced environment with available flexible work schedules
- A place to grow your career in a culture that inspires, rewards and develops employees
- Small company feel with a focus on meeting customer’s needs today and also well into the future
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Why Join Us.
At MassMutual Ascend, our collaborative culture is key to our success. It’s the reason we’re a leading provider of annuities today, and it’s the reason we’ll continue rising to the top tomorrow. A career at MassMutual Ascend means you’ll contribute to our mission of taking financial futures above and beyond – and you’ll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community.MassMutual Ascend Life Insurance Company is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.
At MassMutual Ascend 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
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