MassMutual Financial Group Case Management Specialist - Life in Phoenix, Arizona

Since 1851, MassMutual’s commitment has always been to help people protect their families, support their communities, and help one another. This is why we want to inspire people to Live Mutual. We’re people helping people.

A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other.

Together, we’re stronger.



Life Case Management Specialist


Our Life Case Management Specialist’s primary responsibility is to be advocates and care takers for our customers. We practice customer advocacy by being proactive, empathetic and showcasing extreme ownership of our customer’s concerns.

In addition to being a customer advocate a successful Case Management Specialist reviews individual life insurance applications from a contractual and administrative point of view to ensure applications are “in good order.” The end goal is issuing new life insurance. The case management specialist is the first and last line of review:

  • Processing new applications as submitted and providing constant customer service to field agencies.

  • Ensuring that supporting forms and requirements are complete with proper signatures and meet appropriate regulations.

  • Entering data and statistics into databases.


  • Provide superior customer service

  • Prioritize work and effectively multi-task

  • Process all basic and some intermediate transactions

  • Participate in cross-training

  • May participate in projects involving CM role

  • Corresponding with field partners in case of clarifications


  • Authorized to work in the United States without sponsorship now or in the future

  • Applies basic production, operational, administrative skills in procedures, techniques and/or equipment

  • Follows written or verbal instructions or procedures

  • Can apply knowledge to handle routine problems but often seeks guidance with unfamiliar situations

  • Routinely performs work of limited scope and has authority to make decisions that instruction and procedures will allow

  • Bilingual in Spanish or Mandarin is a plus

Ranked No. 93 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2018) and recognized as a World’s Most Ethical Company by Ethisphere, MassMutual is guided by a single purpose: 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.


Focus on the Customer: We understand our customers well and look for every opportunity to deliver an experience that is clear, easy, personal, human, empowering and trustworthy.

Act with Integrity: We deliver on our promises by being open, honest and humble and by adhering to the letter and spirit of applicable laws, rules, regulations and company policies.

Value People: We respect and learn from each other’s diverse backgrounds, experiences and ideas. We engage and develop people to their greatest potential.

Work Collaboratively: We work together to achieve results by actively listening, seeking, understanding and creating solutions as a unified team driving toward one company, one culture, one brand.

Achieve Results: We focus on winning by exceeding expectations and getting better – everyone, every day.

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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.

At MassMutual, we’re fostering an inclusive and dynamic environment where our employees are valued for who they are and can build successful careers. For us, diversity and inclusion is more than a goal, it’s the only way forward.

• 100% rating on the Human Rights Campaign Corporate Equality Index (2018)

• National Association for Female Executives Top Company for Executive Women (2018)

• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2018)

• Working Mother Media 100 Best Company (2017)

• Military Friendly Employer (2018)