Annuity Claim Specialist

The Opportunity

This 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 Team

The Annuity/Income Settlement Team is comprised of a Team Consultant, 13 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 Qualifications

• High School Diploma or GED
• 1+ year of experience in a claims processing, annuity product, operations, or case management role.
• 1+ year customer service experience
• 1+ year MS Office computer experience

The Ideal Qualifications

• An associate degree or bachelor’s degree
• Previous Annuity claim examination experience
• Familiarity with Polaris, WMA, Vantage, Onbase, LifeCad and/or Orion
• Excellent communication skills, written & oral
• Attention to detail and critical thinking skills a must
• Critical thinker with ability to anticipate customers’ needs
• Decision maker
• Strong computer skills (Microsoft Word, Excel, PowerPoint)

What You Can Expect at MassMutual

MassMutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect:

• Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes
• A collaborative environment where perspectives are welcomed
• Access to learning, development, and internal networks that support continuous growth and skill-building over time
• Employee-led communities and forums that foster connection, learning, and inclusion across the organization
• A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset

Salary Range:

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.

Welcome

At MassMutual, we’re passionate about helping people secure their future and protect the ones they love. A career with us means you’ll help our customers protect what matters most. It also means you’ll work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are at the foundation of what makes MassMutual a strong, stable and ethical business. We invite you to explore the possibilities.​

About Us

At MassMutual, we believe in the value of being together in our offices and in personal flexibility.

Our work environment is one where the majority of our team members work a hybrid schedule — working at least three days in the office (Tuesday, Wednesday and a third day) and the rest remotely, balancing flexibility with in-person collaboration. While the majority of our employees follow this hybrid model, some of our roles continue to be 100% on-site and others may be 100% remote, subject to business needs.

MassMutual is guided by a single purpose: We help people secure their future and protect the ones they love. As a company operated for the benefit of our members, policyowners and customers, 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.

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