MassMutual Ascend is committed to taking financial futures above and beyond by offering innovative annuity products tailored to customers’ unique needs
Job Summary
MassMutual Ascend is committed to taking financial futures above and beyond by offering innovative annuity products tailored to customers’ unique needs.
The role involves verifying and correcting tax forms and client statements, performing quality control testing, and collaborating with vendors and IT partners to ensure data integrity.
MassMutual Ascend offers a collaborative culture, competitive salaries, incentive and bonus opportunities, and a comprehensive benefits package.
Matching Summary
MassMutual Ascend is committed to taking financial futures above and beyond by offering innovative annuity products tailored to customers’ unique needs.
Skills & Requirements
Must-have
Tax form data verification
Client statement accuracy review
Tax withholding reconciliation
Quality control testing
Collaboration with IT and vendors
Nice-to-have
Annuity knowledge and processing experience
Proficient with Microsoft Excel and Word
Experience working with text and data files
Strong analytical and detail-oriented skills
Client communication and issue resolution
Key Requirements
High school diploma or equivalent
1 to 3 years of related experience
Insurance licensure and/or certifications may be required