Worksite Executive Disability Re-Enrollment and Client Consultant

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

• Bachelor's 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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