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Business Operations Consultant

Company: MassMutual
Location: Springfield
Posted on: January 13, 2020

Job Description:

Process financial planning new business and determines if submission are in-good order or not-in-good-order. Responsible for reconciling and communicating pending issues related to Financial Planning NIGOs (Not-in-good-order). Maintain Service Level Agreement of T+2 turnaround time for all Financial Planning new business processing. Works directly with MassMutual clients to receive credit card payment information for financial planning new business and process payment. Ensure client centric response times for Credit Card payment system with 70% in service level. Responsibility for training and onboarding new in-firm hires in how to submit new business through various systems.Uses sound business judgment to independently make decisions pertaining to enforcement of business and company policies as well as industry regulations in order to manage risk of the business.Oversees processing of all Financial Planning transactions such as check, credit card, brokerage and ACH.Processes financial planning field compensation for weekly payroll.Responsible for responding to inquiries about Financial Planning policies and procedures in a clear and timely manner.Ability to work in multiple systems and mainframes simultaneously.Performs other duties as required or assigned.Knowledge/Skills/Competencies Required:High school diploma or equivalent business experience.5+ years of related business experience.Ability to conceptualize, apply, and evaluate information to make sound business decisionsOrganizational and interpersonal skills including flexibility, thoroughness, accuracy and care in handling detailsStrong customer focus - comfortable with field and client interactionCommunicates effectively, both verbally and in writingProactive in responding to and resolving issues

Keywords: MassMutual, Springfield , Business Operations Consultant, Professions , Springfield, Massachusetts

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