Financial Consultant I
π Role Overview & Responsibilities
Requirements
Description and Requirements
Role Value Proposition
The Group Benefits (GB) organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, MetLife Defender, Global Services, Total Absence Management, Group Property & Casualty, Accident, Hospital Indemnity, Critical Illness and Legal Plan products and services. GB Sales sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States.
Regional Markets provides global benefits sales and solutions to US Based employers with 100- 4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a robust portfolio of voluntary products, generating approximately +$1B in annual sales. This is a +$4B book of business with 7% market share of a +$52B market. The business serves more than 15,000 US customers, covering approximately 13M employees and their dependents.
Key Responsibilities
Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods:
Responsible for the development of customer financial reports, including data and trend analysis Manages the timely delivery of client billing Completes monthly revenue projections and validates data integrity Responsible for monitoring the key financial parameters Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely Participates in client account audits and strategic planning process Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed Provides financial support to the implementation of new clients, as well as the addition of new products to existing clients Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting Maintains an awareness and knowledge of insurance products and industry trends Participates in cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness Performs other duties as assigned or required
Essential Business Experience And Technical Skills
Required
1-3 years of relevant experience Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible Accounting/math problem solving skills Proficient in Microsoft Office software
Preferred
Bachelors degree Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness General understanding of U.S. economy and employee benefits industry
At MetLife, weβre leading the global transformation of an industry weβve long defined. United in purpose, diverse in perspective, weβre dedicated to making a difference in the lives of our customers.
The wage range for applicants for this position is $47,200 to $69,300. This role is also eligible for annual short-term incentive compensation. MetLife offers a comprehensive benefits program, including healthcare benefits, life insurance, retirement benefits, parental leave, legal plan services and paid time off. All incentives and benefits are subject to the applicable plan terms.
Frequently Asked Questions
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This position is located in United States with potential relocation and sponsorship assistance depending on candidate qualifications.
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