Account Management Specialist

The Opportunity The New Business Account Manager is a dedicated client relationship business partner that is a vital part of the New Business & Underwriting experience. As a critical field facing role, this position is accountable for developing, maintaining, and enhancing relationships with new and existing agency staff and financial professionals.

This position is focused on driving internal and external partnerships and strategies that will result in long term growth and policy persistency. Working closely with agency staff, brokers, external vendors, and various departments at Mass. Mutual, this role will be responsible for managing new business timelines, gaining a granular understanding of their agency's business needs, establishing and documenting processes to support those needs, and ultimately the successful onboarding of newly sold business.

The Team The Account Manager team is a highly collaborative and hardworking group dedicated to delivering exceptional client experiences. Through strong teamwork and open communication, the team works together to build lasting relationships, drive results, and ensure every client’s needs are met with care and precision.

Their collective effort and commitment to excellence make them a trusted partner in achieving shared success. The Impact Account Managers serve as the primary contact for agency partners, handling onboarding, service, and support for new business across dedicated distribution channels. Acting as an extension of our distribution partners, they simplify processes and reduce complexity to create a seamless experience.

Account Managers engage regularly with firms, Financial Professionals, and General Agents, supporting meetings on strategy, performance, products, and regulatory updates. Their work directly influences the sales funnel and drives future business opportunities. As an Account Manager, you will be accountable for the below, and other duties as assigned: 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 The Minimum Qualifications High School Diploma 3+ years of work experience in the Financial/Insurance industry or Client Relationship Management The Ideal Qualifications 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 Thrives in fast-paced, diverse, and dynamic environments Committed to delivering exceptional service and performance excellence Proficient in using multiple systems and tools Highly organized and capable of managing multiple priorities Effective communicator with strong negotiation and conflict resolution skills Collaborative team player who respects procedures and timelines Flexible to support business needs during peak periods and critical deadlines What You Can Expect at Mass.

Mutual Mass. Mutual offers the opportunity to do meaningful work within a purpose-driven organization that values long-term impact over short-term outcomes. In this role, you can expect: Clear areas of ownership and accountability, with work that connects directly to company and customer outcomes A collaborative environment where perspectives are welcomed Access to learning, development, and internal networks that support continuous growth and skill-building over time Employee-led communities and forums that foster connection, learning, and inclusion across the organization A culture grounded in integrity, responsibility, and stewardship—supported by a company with a strong legacy and a future-focused mindset #LI-JLH3 Salary Range: $62,900-$79,300 At Mass.

Mutual, 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. Why Join Us. We’ve been around since 1851.

During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone.

A career with Mass. Mutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard. 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 Mass. Mutual, we Live Mutual. Mass. Mutual is an equal employment opportunity employer. We welcome all persons to apply.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. At Mass. Mutual, 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.

For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.