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Massachusetts Mutual Life Insurance Company

Case Management Specialist

Massachusetts Mutual Life Insurance Company - Boston, MA


Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We at MassMutual value diversity and inclusion. We’re people helping people.

A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.

Together, we’re stronger.



Responsible for the processing of all new Life insurance applications for the Institutional Insurance Bank-Owned and Corporate-Owned Life Insurance products from case submission through policy issuance and delivery. This includes quality review of submitted application paperwork, data entry, ordering and follow-up on requirements necessary for funding approval, premium management, policy issue and handling policy delivery requirements.


Case Management

Organize and prioritize workload to ensure case is processed, issued, and placed in a timely manner while maintaining frequent communication to manage customer expectations appropriately.

Facilitate the 1035 exchange process from initial review to requesting funds and following up with replacing companies for any additional requirements necessary for the insurance and placing inforce of the policy.

Adhere to new business procedures and remain current with changes as they occur.

Work closely with systems development team, detailing business requirements pertaining to the new business processes.

Actively participate in team huddles to ensure we are meeting and exceeding our customer centric metrics.

Quality Review of Submitted New Business Paperwork

Review all application paperwork and supporting documents for completeness, i.e., forms, signatures, policy criteria, etc.

Prepare amendments, letters, memos, and other correspondence as required.

Track the status of the applications and follows-up on outstanding requirements.

Validate that Broker/Agent licensing, contracting and AML information is active and current.

Coordinate gathering of underwriting requirements by interacting with brokers, agents, outside medical vendors, and underwriters.

Data Entry

Analyze and interpret all data related to the proposed clients’ application.

Enter all Group and Policy level data into the new business Workflow and Administration Systems.

Set up Broker/Agent commission structure.

Image all required new business paperwork, correspondence, and workbook/upload files.

Coordinate initial and downstream accounting entries related to the new business process.

Policy Issue and Delivery

Verify all system data entry is complete and system requirements have been satisfied.

Reconcile that the wire/check amount received matches the expected premium.

Apply premium and initiate issue of the policies within the administration system.

Perform quality review of policy form output and associated documents for correctness.

Assemble policy & prepare delivery requirements;

Submit policy for mailing; track, monitor and process all policy delivery receipt requirements.


Bachelor's degree in Business, Finance, Accounting, Management, etc.

Excellent verbal and written communication skills.

Excellent time management and organizational skills with strong attention to detail and accuracy; the ability to prioritize, multi-task and meet deadlines is critical.

High level of technical aptitude & PC skills; must be proficient working with Word, Excel, Outlook, Access and SharePoint.

Ability to collaborate and maintain strong working relationships.

Flexible, can-do attitude, self-motivated, self-sufficient and ability to work effectively with peers and business partners.

Must be able to work independently AND be a strong team player.

Must be eligible to work in the United States without sponsorship now or the future.


Knowledge of 1035 Exchange processing, SEC 38a-1, tax and state regulations

Ranked No. 77 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2017) and recognized as a World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: 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.


Focus on the Customer:

We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.

Act with Integrity:

We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.

Value People:

We respect and learn from each other’s diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.

Work Collaboratively:

We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.

Achieve Results:

We focus on winning by exceeding expectations and getting better – everyone, every day.

For more information, visit or find us on Facebook, Twitter, LinkedIn, YouTube, Google , Instagram and Pinterest.

MassMutual is an Equal Employment Opportunity employer


Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

At MassMutual, we’re fostering an inclusive and dynamic environment where our employees are valued for who they are and can build successful careers. For us, diversity and inclusion is more than a goal, it’s the only way forward.

• 100% rating on the Human Rights Campaign Corporate Equality Index (2018)

• National Association for Female Executives Top Company for Executive Women (2017)

• DiversityInc Noteworthy Company (2017)

• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2017)

• Working Mother Media 100 Best Company (2017)

• Military Friendly Employer (2018)

21 days 20 hours ago

Massachusetts Mutual Life Insurance Company


Case Management Specialist Massachusetts Mutual Life Insurance Company - Boston, MA, United States


Location: Boston, MA

Company Profile:
Massachusetts Mutual Life Insurance, known affectionately as MassMutual, brings a multitude of financial services to its membership base. A leading US mutual life insurer, the firm provides life policies, annuities, money management, and retirement planning to individuals and businesses in the US and abroad. Founded in 1851, MassMutual also offers disability income insurance, long-term care insurance, structured settlement annuities, and trust services. Its subsidiaries include OppenheimerFunds (mutual funds), Baring Asset Management (international investment), and Babson Capital Management (investor services) with its Cornerstone Real Estate Advisors (real estate investment management) subsidiary.