Worksite Executive Disability Re-Enrollment and Client Consultant

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

Qualifications

  • 5+ years in workplace group benefits or disability industry, focusing on sales and customer interaction
  • Bachelor's degree or high school diploma with 8+ years in financial services
  • Willingness to travel 10-15% of the time
  • Experience with group executive disability insurance products preferred
  • Demonstrated attention to detail, teamwork, and initiative

Responsibilities

  • Build and manage relationships with producers and clients as a trusted advisor
  • Identify growth opportunities within existing accounts
  • Guide clients through the benefits renewal process for smooth transitions
  • Plan and execute effective enrollment and re-enrollment campaigns
  • Provide expert consulting on Executive Disability product features and benefits
  • Oversee onboarding of new group sales to ensure a seamless experience
  • Maintain strong relationships with top-performing producers

Benefits

  • Regular engagement with the Worksite Distribution Strategy Team
  • Focused one-on-one meetings with your manager
  • Access to diverse networking opportunities through Business Resource Groups
  • Learning resources available through platforms like Degreed
Full Job Description
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 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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Salary Range:
$88,300-$115,900

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)

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