Blueprint Income Service Specialist, Full-time Remote

The Opportunity

The Client Services Annuity Specialist in Blueprint Income is exciting and growing Service and Operations department. Primary responsibility will be phone coverage for service department. Other responsibilities will include email and chat support, processing and case management responsibilities.

The Team

Blueprint Income is a leading fin-tech in the annuities market, acquired by MassMutual in early 2021. Blueprint Income uses technology to build the next generation of retirement income products that enable Americans to retire with more security for less money. Our online platform enables the purchase of simple annuities from 30+ insurers directly by consumers.

Culturally, we are a small team of individuals with a strong inclination for collaboration and learning, and we are a fun, friendly, caring and high-performance team.

The Impact:

We are looking for new members on our Service team to help us capitalize on this next phase of growth. You will talk to our customers throughout the day and guide them through the sales and new business process as they apply for Annuity products.

You will also assist them with any support they need after their policies have been issued. Behind the scenes you will interact with the Operations and Service team to keep their business flowing smoothly. This includes things like collaborating with our processing and sales team, updating systems and proactively handling all our customer’s needs.

This role requires attention to detail, curiosity to problem solve and improve processes. We like to say that we are improving the plane as we are flying it. A continuous improvement attitude and mindset is required.

By providing a superior service experience and improving our business you are reinforcing our customer’s decision to trust Blueprint Income and our carriers with their hard-earned retirement savings. Through this trust and support we are helping our customers find financial freedom, protect their savings and plan for the future.

The Minimum Qualifications

• Associates Degree or an additional 2+ years of Annuities experience in lieu of a degree

• 1+ Annuity Industry experience

• 1 year Financial Services or Insurance experience

• 1 year Customer Service experience

The Ideal Qualifications

• 4 year College degree

• 2+ years financial services or insurance experience

• 2+ years customer service experience

• Advanced computing and typing skills

• Insurance producer license or equivalent designations

• Startup experience

• Agile project management experience

What to Expect as Part of MassMutual and the Team

• Focused one-on-one meetings with your manager

• Access to mentorship opportunities

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

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Salary Range:

At MassMutual, 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 MassMutual 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 MassMutual, we Live Mutual.

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.

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

At MassMutual, 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.