Worksite Executive Disability Re-Enrollment and Client Consultant (Remote)
Worksite Executive Disability Re-Enrollment and Client Consultant (Remote)
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Worksite Executive Disability Re-Enrollment and Client Consultant
Location: Boston, MA, United States, Atlanta, Georgia, United States, Philadelphia, Pennsylvania, United States, Houston, Texas, United States, Orlando, Florida, United States, Charleston, South Carolina, United States, Charlotte, North Carolina, United States, Nashville, Tennessee, United States, Remote
Employment Type: Regular
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
Bachelors 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
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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.
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