Strategic New Business Account Manager

massmutual; Springfield (MA); On-site; USD 63,000 - 79,000; Full time

Job summary

MassMutual seeks an New Business Account Manager to partner with agency staff and financial professionals, driving growth and policy persistency. You will oversee onboarding, service, and strategic initiatives across distribution channels, ensuring smooth timelines and effective collaboration with brokers, vendors, and internal teams.

You will build strong relationships, deliver training, and lead initiatives to simplify processes, improve placement rates, and support measurable business

Qualifications

• High School Diploma.
• 3+ years of work experience in the Financial/Insurance industry or Client Relationship Management.
• Bachelor's degree.
• 1+ year of Life/Disability Insurance product knowledge.
• 1+ year experience in case management or underwriting for Life or Disability Insurance.
• 5+ years in Financial Services, Customer Service, or Client Relationship Management.
• Strong understanding of company products, services, and business operations.
• Skilled in presenting processes, results, and best practices to internal and external stakeholders.
• Detail-oriented and able to work independently under tight deadlines.

Responsibilities

• Manage pending inventory and issued cases to improve placement rates.
• Act as liaison between firms and internal teams, providing timely updates and resolving escalations.
• Deliver training and communicate process changes to firm New Business staff.
• Build strong relationships with internal and external stakeholders to streamline workflows.
• Conduct agency visits and presentations to educate, gather feedback, and strengthen partnerships.
• Facilitate regular calls with agencies to review metrics, address gaps, and solve problems.
• Partner with Compliance and Field Risk Management on regulatory matters.
• Identify process improvements and provide coaching to enhance ease of doing business.
• Participate in projects focused on service enhancements and customer centricity.

Skills

Client relationship management

Communication skills

Negotiation skills

Multi-system proficiency

Detail oriented

Team player

Organizational skills

Education

Bachelor's degree

Life/Disability insurance knowledge

Case management or underwriting experience

5+ years in Financial Services or CRM

Job description

MassMutual seeks an New Business Account Manager to partner with agency staff and financial professionals, driving growth and policy persistency. You will oversee onboarding, service, and strategic initiatives across distribution channels, ensuring smooth timelines and effective collaboration with brokers, vendors, and internal teams.

You will build strong relationships, deliver training, and lead initiatives to simplify processes, improve placement rates, and support measurable business