Client Relationship Manager at MassMutual

| Greater Boston Area
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Position Summary

Working independently, incumbents maintain and enhance relationships with existing DC/DB clients. Ensure client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, product offerings, and fund investment performance. Work closely with sales, plan administration, and operations staff. Participate in finals presentations. Incumbents have a thorough understanding of clients’ requirements. While incumbents have overall responsibility for client relationships, day-to-day service and administrative issues are handled by plan administration staff.

Incumbents have very strong communications skills and comprehensive knowledge of the company's products and services.

Role Characteristics

  • Seasoned individual capable of handling broad scope projects that have short to medium-term focus
  • Works with guidance on more complex projects
  • Capable of applying knowledge to handle all but the most complex problems independently
  • Anticipates change and directs or redirects efforts
  • Looks for and finds ways to improve operations
  • Individual typically has at least 8-10 years of related experience

Job Responsibilities & Requirements

  • Commits to managing all business and personal interactions with honesty, integrity, and the highest ethical standards
  • Builds strategic partnership with the client
  • Seeks out and defines the needs and wants of internal and external customers
  • Develops and manages strategic plan around client goals and objectives and leads overall strategic focus of the client team
  • Responds positively to changing circumstances and seeks alternative way of achieving goals if necessary
  • Demonstrates forward thinking; looks ahead, anticipates problems, and considers future impact of current actions
  • Consistently produces results on time; hits goals-all while adhering to the highest standards of honesty, fairness, and

    Integrity

  • Raises resources for team inside and outside of WPS in support of client
  • Negotiates effectively with the client to maximize relationship profitability and ensure compliance with MMRS best practice,

    Goals and Objectives

  • Understands business economics/pricing and impact on client
  • Makes decisions based on sound financial principles and knows when to engage others in decision making (e.g. manager, peers, customers)
  • Seeks out and considers all relevant information (e.g. technical/functional, financial, organizational, customers, competitors) when analyzing problems
  • Customizes interactions to fit client business, culture and need
  • Demonstrates an understanding of WPS product and service capabilities
  • Ability to multi-task and prioritize workload
  • Territory: MA/CT

BASIC QUALIFICATIONS:

  • High School Diploma
  • 8+ years of retirement services experience
  • For this position, candidates must be authorized to work in the United States without requiring visa sponsorship
  • FINRA Series 7 and 63 licenses or obtain within a designated period of time from start date

PREFERRED QUALIFICATIONS:

  • Bachelor's degree or equivalent work experience
  • Professional designations, such as ASPA or CEBS preferred
  • Working knowledge of ERISA, current compliance and regulatory item
  • Knowledge of plan documents and investment contracts
  • Strong plan design skills
  • Basic understanding of the insurance market
  • Current knowledge of the retirement plan industry, competitors, products and services
  • Advanced written and oral communications skills
  • Effective Influence, presentation and negotiation skills
  • Excellent organization and time management skills
  • Superior analytical and complex decision-making skills
  • Microsoft Word, Excel and PowerPoint literate

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Technology we use

  • Engineering
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Location

We currently have two Boston office locations at both 470 Atlantic Ave and One Marina Park.

An Insider's view of MassMutual

What’s the vibe like in the office?

We work in an open floor plan, so there is a lot of opportunity for networking across roles, teams and levels. Everyone is very friendly and welcomes the opportunity to get to know other people on the floor.

Kristina

Digital Adoption Team Lead

What's the biggest problem your team is solving?

You don’t think of insurance as a hotbed for innovation but the very nature of our organization, Digital Experience, is to reimagine how a 168-year old company does business with its customers. Our Design team takes pride in an inclusive design process with everyone invited to provide feedback, from Product to Engineering to QA.

Maria

Digital Lead - Design

What makes someone successful on your team?

Successful people on my team are: passionate, curious, receptive, and engaged. Each team member is expected to be passionate about the work that they do, and the domains in which they practice. They are always solving unique problems and must be curious about finding new solutions.

David

Digital Lead

How do you empower your team to be more creative?

I encourage my team to embark on ‘deep work’ at least once a week on a ‘meeting-free’ designated day. We have design reviews to brainstorm alternative ways to solve business problems from a software engineering point of view. We consider self-reflection and brainstorming to be fundamental components of creativity.

Mike

Head of Data Science Software Engineering

How do your team's ideas influence the company's direction?

One of our projects is an application we built for our Investment Mgmt team called ViPER (Visualizing Investment Portfolio Enhanced Reporting). The application makes it easy to manage reports and get insights from Data Science models. Now with ~150 active users, it reflects how we’re using DS to facilitate data driven decision processes across MM.

Jasmine

Head of Data Science - Investments Domain

What are MassMutual Perks + Benefits

MassMutual Benefits Overview

At MassMutual, employees have the opportunity to earn a competitive salary and bonus, enroll in an
array of benefits, and participate in programs and services that support healthy lifestyles, assist them
in building financial security for themselves and their families and help them live well-balanced lives.

Culture
Volunteer in local community
Every action supporting a common cause is meaningful, and our employees make a difference in their own communities through our Matching Gift, Matching Time and Volunteer Time Off Programs.
Partners with Nonprofits
Every year, MassMutual and the MassMutual Foundation invest more than $20 million focused on advancing economic opportunity.
Intracompany committees
Daily stand up
Team owned deliverables
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
More than half of our Board of Directors are comprised of women and people of color, making it one of the most diverse groups in the industry.
Unconscious bias training
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
A health care flexible spending account (FSA) allows employees to save money on a before-tax basis for eligible medical, dental and vision expenses, subject to IRS limits.
Disability Insurance
For details on short term and long term disability insurance please visit https://www.massmutual.com/-/media/files/employee_benefits.pdf
Dental Benefits
Basic Dental covers preventive and basic restorative care; Major Dental covers all that Basic covers, plus restorations and orthodontia (limits apply).
Vision Benefits
Health Insurance Benefits
To learn more about our Health and Welfare Benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf
Life Insurance
For more information about our Life Insurance Benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K)
In addition to our 401(k), MassMutual a cash balance plan that provides an account-based pension benefit based on accruals of pay credits and interest credits.
401(K) Matching
Performance Bonus
Match charitable contributions
Every action supporting a common cause is meaningful, and our employees make a difference in their own communities through our Matching Gift and Matching Time Programs.
Child Care & Parental Leave Benefits
Child Care Benefits
Dependent care flexible spending account to allow you to set aside before tax dollars to pay for certain eligible child care expenses.
Generous Parental Leave
Leave for birth mothers of 18 weeks of fully paid leave. Non-birth mothers, fathers and adoptive parents eight weeks of fully paid parental leave.
Flexible Work Schedule
Flexible work arrangements, including telecommuting, are available in many departments across the company.
Family Medical Leave
Caregiver leave: Up to two weeks paid leave to care for a loved one. Bereavement Leave: 15 days of paid time off to grieve the loss of a loved one with the employee defining who the loved one is.
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid holidays: 9 fixed and 1 floating. Vacation: starts at 19 vacation and personal days per calendar year, with increases at 5-year service intervals.
Paid Volunteer Time
Three days of paid time off is available to employees annually to give back to their communities, by sharing their time and talent with a cause close to their heart.
Paid Holidays
Paid Sick Days
Occasional illness: up to 5 days per calendar year.
Perks & Discounts
Casual Dress
Commuter Benefits
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Lunch and learns
Cross functional training encouraged
Promote from within
Online course subscriptions available
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

To learn more about our comprehensive benefits please visit: https://www.massmutual.com/-/media/files/employee_benefits.pdf

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