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MassMutual Underwriting Case Specialist - 100% remote US in Sacramento, California

Why we need you.

We’re growing and our clients deserve the best. As an Underwriting Case Specialist, you will be responsible for obtaining essential medical and non-medical information for completing a life insurance application via a telephone interview providing a service to the client which eliminates their need to complete the interview online. In this role, as well as all roles within MassMutual, you will demonstrate accountability, agility, a dedication to be inclusive, a strong business acumen, and will show courage, even in the most difficult situations. We also highly value strong communication skills, a passion for learning, leadership traits, resilience and self-awareness.

What success looks like.

A successful Tele-App Specialist will have heavy interaction with external clients to obtain the most accurate answers to health, medical, and avocation questions to aide in the completion of the underwriting process. Additionally, the successful candidate will be customer-focused, detail oriented, and efficient. You should be polite, reliable, knowledgeable, and adaptable.

Daily and monthly responsibilities - What your days and weeks will include.

  • Schedules and conducts phone interviews with clients to obtain information to complete life insurance applications. Interviews include Personal Health and Supplemental Health Questions including detailed medical and nonmedical questions.

  • Results driven, ability to think critically with solid listening and probing skills

  • Maintains effective communication with advisors, members of Underwriting and New Business

  • Supports advisors with any questions they have regarding forms/procedures/process

  • Responding efficiently and accurately to callers, and ensuring that client’s feel supported and valued

  • Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed

  • Utilizing software, databases, scripts, and tools appropriately

  • Understanding and striving to meet or exceed call center metrics while providing excellent consistent customer service

Required skills and qualifications - The qualifications that are needed for this role:

  • 1-3+ years of experience in the life insurance industry or with similar work experience that directly aligns with the specific responsibilities for this position

  • A demonstrated track record of consistently meeting and/or exceeding performance expectations

  • Strong customer service experience

  • Strong verbal and written communication skills

  • Drives performance targets to completion

  • Must be eligible to work in the US without sponsorship now or in the future

  • Must be available to work during the following timeframe: 8:00 am - 6:00 pm EST

Preferred qualifications - Additional skills that make you a great fit:

  • Bilingual preferred (Spanish, Mandarin, Cantonese, Korean, Vietnamese)

  • College Degree or 2-3 years previous insurance experience

  • Medical background

  • Salary range - $40,000 - $55,000 with bonus opportunity. Commensurate with experience

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

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