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Business Planning Consultant

Date Posted: Sep 2, 2021

Location: Tampa, FL, US, 33647

Company: MetLife

Job Location: Tampa, FL

Role value proposition:

The ideal candidate thrives in a fast-paced collaborative environment.  They investigate and resolve simple to medium additional compensation requests for sales teams and broker teams, while owning 1 or more small to midsize processes, such as service fee set up and payments.   The ideal person is an advocate for our brokers and sales teams, to assure that we pay our brokers additional compensation accurately and on time.

Key Responsibilities:

  • Provides exceptional customer service to ensure that our brokers and third-party entities are paid accurately and on a timely basis.  Owns 2 to 4 national brokers.  Owns a set of non-national brokers.
  • Works with a sense of urgency to ensure brokers are paid on a timely basis and with accuracy.
  • Builds and demonstrates expertise in all compensation and bonus programs responsibilities, including detailed data analysis, standard reporting, and custom reporting.
  • Inspires trust, teamwork, and positive relationships within the team and with all external partners.
  • Defuse customer situations and provide resolutions in a timely and effective manner.
  • Ensures the security and privacy of our customer information through records management, compliance, and resolution of issues.
  • Participates and leads in both customer- and internal-facing presentations and meetings.
  • Works directly with sales, third party external compensation team, brokers, general agents, and other business partners to gather, analyze and resolve broker bonus questions.
  • Responsible for creating service fee and one-time payment requests for brokers, general agents, and third-party entities.
  • Responsible for creating and/or updating procedures so that our processes are maintained.
  • Responsible for creating and delivering training in the form of lunch and learns, informal mentoring, and specific procedure training.
  • Responsible for investigating, documenting, and resolving broker bonus questions using Cognos reporting, intermediate to advanced excel skills, and bonus program knowledge.
  • Able to summarize findings for senior sales and brokers in a clear and concise manner.
  • Able to create detailed premium analysis at the customer level and broker level.
  • Continuously looks to improve upon current processes while also looking to reduce business risk.

Essential Business Experience and Technical Skills:

  • Thrives in a fast-paced environment that is different every day
  • Excellent organizational, interpersonal, and communication skills (both written and verbal)
  • Ability to prioritize multiple tasks
  • Accountability, initiative, and high level of ownership
  • Empathy and patience
  • Positive attitude
  • Active listening skills
  • Quick response time
  • Knowledge of Group Benefits business
  • Strong analytical and critical thinking skills
  • Working knowledge of data analysis (reviewing applied premiums, current customers and other research) , data cleansing (identify data that either needs to be removed, or changed as part of research), and data manipulation (combining multiple premium, customer, and/or broker reports)
  • Intermediate to advanced knowledge of Excel (i.e. Strong Pivot Table Skills, VLookups)
  • Working knowledge of MS Word, PowerPoint, Outlook, SharePoint, Teams
  • Strong problem-solving skills
  • Comfortable working autonomously
  • Ability to balance client expectations with MetLife capabilities
  • Self-motivated to learn more about the business and is proactive in professional development
  • High School Diploma or Associates Degree
  • 2-3 years of relevant experience


  • Bachelor’s degree
  • Knowledgeable of Group Benefits Broker compensation and bonus programs
  • SQL knowledge
  • 5+ years of relevant experience
  • Intermediate Microsoft Excel Skills (Pivot tables, V-Lookups)
  • Microsoft suite of products (Teams, SharePoint, Office, Outlook, PowerPoint)
  • Working knowledge of Cognos reporting




Business Category

Global Technology and Operations

Number of Openings


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, 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 $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine's 2021 list of the "World's Most Admired 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.  Visit us at to learn more about our brand, history, and values. 


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to or call our Employee Relations Department at 1-877-843-3711.


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 #: 118308


Nearest Major Market: Tampa