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Account Management Consultant

Date Posted: Apr 6, 2021

Location: Dallas, TX, US, 75240 Aurora, IL, US, 60504

Company: MetLife

Role Value Proposition: 

The Account Management Consultant will provide cross-market support functions across both regional and local markets in a field office while supporting senior sales staff in the internal and external post-sale activities associated with the acquisition of new business and in maintaining existing client relationships.    

 

Key Responsibilities:  

  • Organizes and attends various client and broker facing meetings either in person, virtually or via the phone.
  • Works with internal partners to resolve escalated issues, requests needed plan performance reporting and develops marketing plans and presentation materials.
  • Actively participates in finalist meetings for prospective customers, stewardship meetings for existing customers and broker meetings to discuss both.
  • Ensures proper licensing, appointment and commission paperwork is in good order for writing agents.
  • Demonstrates strong client-specific product knowledge and provides consultative assistance on issues related to customer benefit plans and stays informed of specific client activities taking place (acquisitions, divestures, layoffs, budget challenges, etc.) and
  • Actively participates in the implementation process to insure a smooth onboarding process.
  • Tracks renewal status and margin position, negotiation of rates, working with underwriting to request alternate plan designs as necessary and initiation of amendments borne out of final decisions and mentors newly hired associates and assists with process training.
  • Acts as team lead by managing service escalations for a multi-million dollar book of business
  • Runs team huddles and collaborates with dedicated internal partners as part of a natural working team to ensure excellent customer and broker service.
     

Essential Business Experience and Technical Skills:

Required:

  • High School diploma
  • 5-7 years customer  account management service experience
  • Excellent presentation skills, oral and written communication skills
  • Strong insurance product knowledge and underwriting skills

Preferred:

  • Bachelor’s degree
  • Life and Health license.
  • Proficient in MS Excel, PowerPoint and SalesForce
  • Ability to maneuver within multiple complex systems at same time..
  • Strong organizational skills. Able to work well with others as well as independently.
  • Able to solve problems and think creatively. 
  • Ability to recognize opportunities to recommend new product offerings

 

Travel
Between 5% - 25%

“At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.”

MetLife:

MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.

 

We are one of the largest institutional investors in the U.S. with $651 billion of total assets under management as of September 30, 2020. We are ranked #48 on the Fortune 500 list for 2020. In 2019, we were named to the Dow Jones Sustainability Index (DJSI) for the fourth year in a row. DJSI is a global index to track the leading sustainability-driven companies.

 

MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.

 

We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.

 

MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

 

MetLife maintains a drug-free workplace.

 

Requisition #: 116778

 


Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth