MassMutual Financial Group Disability Income Claims Financial Consultant in Springfield, Massachusetts

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 at MassMutual value diversity and inclusion. 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.



Position Summary:

Viewed as a subject matter expert in the Disability Income (DI) claims financial field. Responsible for conducting and documenting the financial analysis for Disability Income Claims (New Business). Develop and maintain policies, procedures, guidelines for effective financial claim handling for Disability Income. Position may provide functional advice or training to disability claim examiners.


Full-time CPA in the role as a DI claims Financial Consultant (FC) consideration is/should be given to:

  • To support/compliment the development of internal resources through training/guidance of one, or more CEs to perform monthly financial monthly income and business overhead expense calculations and provide guidance in the adjudication of disability buy-sell claims

  • Annual tax return reconciliations

  • Provide financial support for complex files

  • Provide DI Claim financial support for new product development

  • Hold "walk in" consultation meetings with claims staff regarding disability claims, capturing essential elements of a file

  • Ensures quality investigations of financial information utilizing the resources available

  • Maintains knowledge and skills regarding financial regulations and communicates/educates claims staff in one on one meetings or groups

  • Communicates verbally and in writing with customers other appropriate contacts in a professional and effective manner, resolving discrepancies and clarifying financial information.

  • Participates in triage and multi-disciplinary roundtable sessions to provide expertise on financial related issues

  • Maintains CPA license

  • Conducts in-service training for claims staff on various financial scenarios or software tools required

  • Participates in industry meetings

  • Other duties and responsibilities as assigned

Basic Requirements

  • Bachelor’s Degree

  • Minimum 3 years of public accounting experience in small to medium sized firm

  • Small business client base

  • Heavy emphasis on personal and business tax return preparation

  • Preparation of monthly/quarterly financial statements

  • Strong Excel spreadsheet use Strong written and oral communication abilities

  • Ability to explain complex financial information to non-financial oriented individuals

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

Preferred Requirements:

  • CPA Certification (Preferred)

  • Financial training

  • Experience in providing guidance to staff accountants or bookkeepers

  • Experience with analysis and financial integration of CPT/CDT codes

  • Forensic accounting experience

  • Experience with QuickBooks

  • Experience in disability insurance business

Ranked No. 77 in the annual FORTUNE ® 500 Ranking (FORTUNE ® Magazine, June 2017) 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.

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 (2017)

• DiversityInc Noteworthy Company (2017)

• Disability Equality Index® (DEI) Best Place to Work for Disability inclusion (2017)

• Working Mother Media 100 Best Company (2017)

• Military Friendly Employer (2018)