Senior Business Research Analyst

MassMutual Ascend•Cincinnati, OH

8d•Hybrid

About The Position

As a leading provider of annuities, MassMutual Ascend is committed to taking financial futures above and beyond. This means offering innovative products that fit our customers’ unique needs – whether it’s protecting their hard-earned savings, receiving guaranteed income or providing for loved ones. MassMutual Ascend is proud to offer customers a level of strength and stability they can count on for years to come. The Opportunity MassMutual Ascend’s Policy Research team is looking for a detail-oriented individual to join the team as a Senior Business Research Analyst. As a Senior Business Research Analyst, you will focus on excellent customer service through a low volume of phone calls and written verification. The Senior Business Research Analyst will review and process documentation within our Annuity, Variable, and Pension blocks of business, along with creating and managing reports. You will have flexible, hybrid work arrangements based out of our downtown Cincinnati, OH office.

Requirements

Associate Degree or equivalent.
3 to 5 years of related experience.
Currently holds Series 6 or must obtain Series 6 within 6 months hire.

Nice To Haves

Bachelor’s Degree preferred in Business, Accounting, or related discipline.

Responsibilities

Actively gains and maintains advanced knowledge of the various regulations and reporting requirements for the products/services the company maintains.
Applies knowledge to prepare and/or verify various customer and regulatory statements, summaries, transactions, tax forms, etc. for accuracy and compliance with company and regulatory guidelines. This may include working with vendors/IT to process client output and maintain client records.
Researches and resolves customer complaints, error report output, tax reconciliation, and/or other issues escalated from customer service, policy service, new business, etc.
Documents methods/processes to resolve issues, may process corrections into the appropriate company systems.
Identifies and recommends potential training and/or process improvement needs to management.
Responds to correspondence, complaints and information requests via telephone, e-mail, fax, regular mail.
Reviews and releases processed transactions to assure accuracy and timely processing while working within narrowly defined limits.
Ensures that disbursements are conducted in compliance with applicable statutes, regulations and other legal requirements, and that all applicable company procedures and policies are followed.
Participates in processes/projects such as reviewing and/or testing impact to current policies/practices for system installs/upgrades, changes in regulator environment, etc.
Builds partnerships with all areas of the business in order to effectively address policy issues.
Applies knowledge of policies and procedures and utilizes general understanding of the business and organization.
Complies with company and regulatory guidelines.
Provides guidance, technical advice, training and assistance to lower-level positions and other functional areas.
Maintains client records, returns, reports, and other related information in administering client business.
Performs other duties as assigned