Worksite Customer Care Account Management Director

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma or GED required
  • 8+ years in financial services customer service
  • 2+ years managing direct reports or informal leadership experience
  • Strong communication skills, both verbal and written
  • Ability to work independently and manage changing priorities

Responsibilities

  • Develop and implement account management strategies
  • Lead and mentor a team of account managers
  • Build trust-based relationships with distribution partners
  • Oversee delivery of high-quality service and enhance processes
  • Analyze performance metrics to inform strategy and improvements
  • Resolve customer issues proactively
  • Represent the company at industry events

Benefits

  • Competitive salary and bonus opportunities
  • Opportunities for professional growth and development
  • Flexible working environment with occasional travel
  • Team-oriented, collaborative culture
  • Focus on continuous process improvement
Full Job Description
The Opportunity

The Worksite Customer Care Account Management Director is a key leadership role within the Worksite Customer Experience organization responsible for developing and executing strategies that ensure a best-in-class service experience and foster enduring, trusted relationships with our distribution partners. This role requires a dynamic, visionary leader who can inspire a team, earn trust with internal stakeholders, and consistently deliver exceptional business results that advance both the company's and organization's objectives.

The Impact
  • Strategic Leadership: Develop, implement, and refine the account management strategy to continuously elevate service standards and optimize producer and client engagement. Uphold a clear vision and set measurable goals for the team, aligning efforts with broader organizational priorities.
  • Team Management: Lead, mentor, and grow a high-performing team of account managers and billing consultants, fostering a culture of excellence, collaboration, and accountability. Oversee hiring, training, coaching, and performance management to ensure the team's professional growth and success.
  • Relationship Stewardship: Serve as the leadership point of contact for service & customer experience related items with key distribution partners and Third Party Administrators, building strong, trust-based relationships. Act as an advocate for customer's needs and priorities, ensuring that service delivery exceeds expectations and aligns with department goals.
  • Service Excellence: Oversee the delivery of best-in-class service, continuously seeking opportunities to enhance processes, resolve challenges, and anticipate needs. Implement feedback mechanisms and performance metrics to monitor and improve service quality.
  • Operational Oversight: Establish and maintain efficient processes, tools, and reporting mechanisms that support consistent, high-quality service. Ensure the team adheres to business unit standards, risk management practices, and internal policies.
  • Data-Driven Insights: Analyze performance metrics, market trends, and firm feedback to inform strategy and drive continuous improvement. Prepare and present regular reports to senior leadership, highlighting successes, opportunities, and risks.
  • Issue Resolution: Proactively uncover potential challenges and swiftly resolve escalations, acting as a trusted problem-solver and assuring firm leadership and staff of the company's commitment to their success.
  • Advocacy and Representation: Represent the company at industry events, conferences and field agency visits, showcasing our values and dedication to excellence.
  • Other duties as assigned


The Minimum Qualifications
  • High School Diploma or GED
  • 8+ years financial services customer service experience
  • 2+ years of experience in a people leadership role managing direct reports, OR 2+ years demonstrating informal leadership by guiding, coaching, and supporting colleagues in their day-to-day work, leading cross-functional initiatives, projects, or workstreams, and driving outcomes
  • Occasional travel as needed


The Ideal Qualifications
  • Bachelor's Degree
  • 5+ years people leadership experience
  • Experience in Group/Voluntary Worksite products preferred
  • Experience managing teams through change
  • Strong communication skills, both verbal and written
  • Ability to work independently, balancing priorities and adjusting throughout the day
  • Experience developing associates at all levels of experience
  • Proven experience driving continuous process improvements and increasing operational efficiencies
  • Strong analytical/problem solving skill solving
  • Strong written, verbal, and interpersonal communication skills
  • Organization navigation skills
  • Continuous improvement mindset


Salary Range:
$121,800-$159,800

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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