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Customer Service Analyst

Description

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

As a Customer Service Analyst, you will provide superior customer service for our policyholders. On this team of professionals there is an emphasis on treating clients like family and helping them with their requests as they plan for their financial future. This role will have a standard schedule of Monday - Friday out of our downtown Cincinnati office.

Job Responsibilities

  • Daily assimilation of outgoing correspondence identifying form and compliance requirements, reviewing of premium notices, illustrations, and manual letters.
  • Develops skills to properly handle incoming requests via phone, paper or electronic communications to ensure customer satisfaction and retention.
  • Learns to actively seek information to understand customer’s circumstances, problems, expectations and needs to resolve customer inquiries/issues.
  • Clearly communicates complex information and solutions to customers in a helpful manner.
  • De-escalate situations involving dissatisfied customers utilizing patience, assistance and support.
  • Maintains a professional & empathetic demeanor and in all interactions
  • Accurately updates and monitors customer account information & notates details of client/agent interactions in the system
  • Builds product knowledge of core annuity business to discuss products and/or product features, IRS tax qualifications and requirements, and documentation necessary for financial and non-financial transactions. Understands and explains complex topics such as interest, fee and death benefit calculation.  Becomes knowledgeable and communicates potential benefits/consequences of customer requests. 
  • Builds basic understanding of components of frequently encountered entities, such as Power of Attorney, Trusts, Estates, & Custodians.
  • Becomes familiar with multiple computer programs for tracking, documenting questions/responses, information gathering and/or troubleshooting.
  • Complies with company and regulatory guidelines.
  • Prioritize and multi-task daily functions to positively influence productivity and quality in a fast paced, high-volume environment.
  • Process financial and non-financial transactions in accordance with established procedures
  • Consistently meet specified deadlines for performance and quality
  • Assists in researching complex issues or complaints which could require interdepartmental cooperation
  • Identify and recommend opportunities for process improvements and organizational initiatives.
  • Performs other duties as assigned.

Minimum Qualifications:

High School Diploma or equivalent.

0 to 2 years of experience.

Ideal Qualifications:

Prior annuities experience.

As appropriate for line of business, insurance licensure and/or certifications may be required (Series 6).

What to Expect

  • Focused one-on-one meetings with your manager
  • Ongoing opportunities for development and learning
  • A place to grow your career in a culture that inspires, rewards and develops employees
  • Small company feel with a focus on meeting customer’s needs today and also well into the future

#LI-MM1

Why Join Us.

At MassMutual Ascend, our collaborative culture is key to our success. It’s the reason we’re a leading provider of annuities today, and it’s the reason we’ll continue rising to the top tomorrow. A career at MassMutual Ascend means you’ll contribute to our mission of taking financial futures above and beyond – and you’ll be inspired to reach your own goals, too. As a wholly owned subsidiary of MassMutual, MassMutual Ascend continues to be an employer of choice in the Cincinnati, Ohio community.

MassMutual Ascend Life Insurance Company 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.

At MassMutual Ascend 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..

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CEO of MassMutual
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Roger W. Crandall
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Average salary estimate

$40000 / YEARLY (est.)
min
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$35000K
$45000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Service Analyst, MassMutual

At MassMutual Ascend, we're not just about annuities; we're about taking financial futures above and beyond. We’re currently seeking a Customer Service Analyst to join our incredible team in Cincinnati, OH. In this role, you’ll be on the front lines of creating phenomenal experiences for our policyholders, treating our clients like family as you help them navigate their financial journeys. Your days will involve assimilating outgoing correspondence, managing incoming queries via various channels, and clearly communicating complex information in a way that makes sense to our customers. You’ll need to put on your problem-solving cap because part of your job will involve de-escalating situations with unhappy clients while maintaining professionalism and empathy. You'll update customer accounts accurately and learn the ins and outs of our annuity products to address inquiries effectively. Working with a friendly team, you’ll have opportunities for one-on-one meetings and continued professional development. This isn’t just a job; it’s a place to grow your career in an inspiring culture that values every employee and their contributions. Plus, with a standard Monday through Friday schedule from our downtown office, you’ll have the work-life balance that makes it all worthwhile. Come and be a part of our mission at MassMutual Ascend, where your work truly makes a difference!

Frequently Asked Questions (FAQs) for Customer Service Analyst Role at MassMutual
What are the responsibilities of a Customer Service Analyst at MassMutual Ascend?

As a Customer Service Analyst at MassMutual Ascend, your responsibilities include managing customer inquiries through multiple channels, processing financial and non-financial transactions, and ensuring compliance with company guidelines. You'll focus on customer satisfaction by understanding their needs and providing clear communication on complex subjects related to annuities and financial products.

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What qualifications do I need to become a Customer Service Analyst at MassMutual Ascend?

To become a Customer Service Analyst at MassMutual Ascend, you need a High School Diploma or equivalent and ideally a minimum of 0-2 years of experience. While prior experience in annuities is preferred, it is not required. If relevant to the line of business, insurance licensure or certifications such as Series 6 may be necessary.

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What is the work environment like for a Customer Service Analyst at MassMutual Ascend?

The work environment for a Customer Service Analyst at MassMutual Ascend is collaborative and focused, located in downtown Cincinnati, OH. With a standard Monday to Friday schedule, it allows for a balanced work-life while fostering a supportive atmosphere where you’ll grow your skills and connect with a dedicated team.

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How does MassMutual Ascend support the development of Customer Service Analysts?

MassMutual Ascend supports the development of Customer Service Analysts through focused one-on-one meetings with managers and ongoing learning opportunities. Employees are encouraged to grow their careers in a culture that inspires, rewards, and develops skills necessary for future success.

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What opportunities for advancement are available as a Customer Service Analyst at MassMutual Ascend?

As a Customer Service Analyst at MassMutual Ascend, there are ample opportunities for advancement. The company promotes a culture of growth, providing pathways to more specialized roles within customer service, operational excellence, or even transition to other areas of the organization based on your interests and skills.

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Common Interview Questions for Customer Service Analyst
Can you tell us about your experience with customer service in the financial industry?

When answering this question, emphasize any relevant experience you have in customer service, especially within the financial sector. Discuss specific scenarios where you have successfully resolved customer issues, highlighting your communication skills and understanding of financial products.

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How do you handle dissatisfied customers?

In your response, outline your approach to de-escalating situations. Mention key strategies like active listening, empathizing with the customer's feelings, and maintaining professionalism while explaining solutions. Share an example that illustrates your ability to turn a negative interaction into a positive outcome.

Join Rise to see the full answer
What methods do you use to stay organized in a fast-paced environment?

Discuss your personal strategies for organization, such as prioritizing tasks, using digital tools, or creating checklists. Provide examples of how these methods have helped you maintain efficiency and quality in your work.

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Describe a time you had to learn complex information quickly. How did you approach it?

When responding, choose a specific instance where you successfully grasped complex information in a short time. Talk about what resources you used, how you organized the information, and how you applied that knowledge to benefit your work.

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How would you explain a complicated annuity product to a customer?

Approach this question by outlining how you simplify complex terms. Emphasize the importance of understanding the customer's knowledge level and using relatable examples or analogies that make the concepts clear and engaging.

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What tools and software are you familiar with that would assist you in this role?

Here, mention any tools and software you’ve used relevant to customer service or financial transactions, such as customer relationship management (CRM) software. Discuss how familiarizing yourself with multiple systems can enhance operational efficiency.

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How do you ensure compliance with company policies and regulatory guidelines?

In your answer, emphasize your understanding of the importance of compliance. Discuss specific practices, such as regular training, systematic reviews, and adherence to established procedures, to illustrate your commitment to maintaining compliance at all times.

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Why do you want to work as a Customer Service Analyst at MassMutual Ascend?

Address this question by expressing your alignment with MassMutual Ascend’s mission to take financial futures above and beyond. Talk about your passion for helping clients and how you see yourself contributing to a team dedicated to making a real difference.

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What strategies do you implement for effective communication with customers?

Share your understanding of active listening and the ability to translate complex topics into easy-to-understand language. Discuss how adapting your communication style based on the customer’s needs can help in delivering exceptional service.

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Can you provide an example of how you identified a process improvement in your previous role?

Choosing a relevant example, describe how you observed a process that could be enhanced, the steps you took to gather data, and how you implemented changes. Highlight the positive outcomes arising from those improvements and your role in creating them.

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April 16, 2025

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