Quantitative Consultant

Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or 10 years of relevant experience in lieu of degree
  • 5 years of experience in life insurance
  • 5 years of experience using Excel
  • 2+ years of experience with specific admin systems (tradVantage, adVantage, etc.)
  • Strong written and verbal communication skills

Responsibilities

  • Provide tools and knowledge to service partners for effective client assistance
  • Collaborate with various departments to understand and address client needs
  • Create manual illustrations and product explanations for new sales
  • Support MEC testing, client inquiries, and complaint issues
  • Utilize Excel for production support and manual calculations
  • Contribute to developing test/validation processes with Haven Tech

Benefits

  • Opportunity to work collaboratively with a variety of teams
  • Access to advanced Excel tools and models
  • Support in building relationships with technology partners
  • Focus on continuous process improvement
  • Engagement in high-impact problem-solving within life insurance sector
Full Job Description
The Opportunity

As a Quantitative Consultant, you will apply your analytical mindset to solve complex, high-impact life insurance product questions that do not always fit a standard process. You will support specialized service requests, production issues, exception reviews, manual calculations, product explanations, MEC testing/avoidance, complaint and litigation-related inquiries, and other complex policy scenarios. This role offers the opportunity to use Excel tools, models, and quantitative analysis to help agents and clients get accurate, timely answers. You will work closely with partners across Compliance, Legal, Internal Investigations, Customer Service, and Operations, and directly with Financial Advisors to understand the issue, evaluate options, and deliver clear, practical solutions.

The Team

You will join a collaborative team of quantitative consultants who solve complex product questions, improve workflows, and develop tools and models that help the business work more effectively. You will bring strong attention to detail, clear communication, sound judgment, and a continuous improvement mindset to translate complex information into practical guidance for business partners, agents, and clients. Your work will help improve service quality, reduce friction in complex cases, strengthen partner support, and ensure accurate outcomes for high-impact life insurance product scenarios.

The Impact

As a Quantitative Consultant, your responsibilities will include but not be limited to the following:
  • Provide internal and external service partners with the tools and knowledge to directly assist the agent and client more effectively.
  • Work collaboratively with new business, in force service, underwriting, advanced sales and vendors to fully understand the client need requested through those business partners.
  • Provide manual illustrations and product explanations to support new sales and in force policies.
  • Support MEC testing/avoidance, client letters, spot pricing for underwriting concessions, complex policy inquiries and litigation, complaint and exception issues.
  • Use excel tools and models for life products to handle production support and one-off manual calculations.
  • Have the opportunity to play a part in helping to develop our relationship and responsibilities with Haven Tech as we build our test/validation process with them.


The Minimum Qualifications
  • Bachelor's degree or in lieu of a degree a HS diploma with 10 years of professional experience
  • 5 years of experience in life insurance
  • 5 years of experience working with excel
  • 2+ years of experience working with tradVantage, adVantage, LifeComm, Product Engine, MPR, OPM or Haven Tech admin systems


The Ideal Qualifications
  • Advanced Microsoft Office skills, including Excel, Word, and related tools used to analyze data, document findings, and support business partners.
  • Existing relationships with business partners, ETX partners and vendors the product support team works with
  • Strong Communication Skills - Written & Verbal
  • Strong interpersonal skills with ability to establish and maintain good working relationships with business partners throughout the organization
  • Ability to work in a collaborative environment and on multiple assignments at once


Salary Range:
$102,500-$134,500

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.

About Massachusetts Mutual Life Insurance Company (MassMutual)

Massachusetts Mutual Life Insurance Company (MassMutual) Careers

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Internship Programs

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Employee Benefits and Culture

Massachusetts Mutual Life Insurance Company (MassMutual) is committed to supporting its team members not only in their professional lives but also in their personal growth. The company offers comprehensive benefits designed to nurture the well-being of its employees and their families. The culture at Massachusetts Mutual Life Insurance Company (MassMutual) is built on a foundation of respect, integrity, and diversity, fostering an environment where everyone can thrive.

Professional Development and Growth

Career growth at Massachusetts Mutual Life Insurance Company (MassMutual) is propelled by continuous learning and development opportunities. The company invests in diversity training, leadership programs, and innovation workshops to ensure that every team member has the resources to advance their career. Employees are encouraged to expand their knowledge base and acquire new skills through various training and development programs.

Networking and Innovation

At Massachusetts Mutual Life Insurance Company (MassMutual), networking and innovation go hand in hand. Employees are encouraged to connect with colleagues and industry professionals, enhancing their career prospects and contributing to the company's leadership in the market. The collaborative environment ensures that innovative ideas are shared and celebrated.

Join the Massachusetts Mutual Life Insurance Company (MassMutual) Team

Search open positions that align with your career goals at Massachusetts Mutual Life Insurance Company (MassMutual). Prepare your resume, hone your interview skills, and get ready to join a team that values leadership and professional growth. Discover how Massachusetts Mutual Life Insurance Company (MassMutual) can transform your career aspirations into reality.

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