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Client Services Consultant II

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Date Posted: Sep 8, 2022

Location(s): Tampa, FL, US, 33647 Bridgewater, NJ, US, 8807 Southfield, MI, US, 48034 New York, NY, US, 10166 Dallas, TX, US, 75240

Company: MetLife

Location: New York, NY; Bridgewater, NJ; Southfield, MI; Tampa, FL; Dallas, TX (hybrid) 

Alternate Location: Open to other MetLife office locations (hybrid)


Role Value Proposition: 

Develop strong external and internal relationships to achieve client satisfaction, revenue objectives for existing customers in an assigned segmentation and geography of Business. Manage, retain and grow assigned book of business, including regional and large high profile and complex clients, to achieve individual and corporate goals. Internal liaison to implementation and operations areas for clients. Coordinate introduction/orientation/implementation meetings with internal business partners when applicable for new/existing groups.   Act as the account project lead in achieving business and client objectives.


Key Responsibilities:

  • Provide strategic leadership and solution-based support to expand and maintain business relationships with existing regional, large and complex accounts.
  • Demonstrate individual ownership and accountability in development of client and broker relationships.
  • Communicate effectively, consistently and frequently with assigned client base. Continuously working to improve customer loyalty.
  • Ongoing liaison/consultant through meetings, plan reviews, care calling, etc. in accordance with Client Service guidelines to ensure client loyalty, retention and satisfaction.
  • Ability to effectively manage high profile and complex clients in a book of business encompassing $15,000,000 to $80,000,000 in revenue.
  • Meet all assigned revenue, client retention and profitability goals
  • Notify Manager of potential growth opportunities as well as escalated client concerns, continued negative feedback or red flags within assigned book of business.
  • Develop and Present renewal strategies and recommendations and coordinate implementations for renewals, benefit changes and unit adds with Implementation and Contracting teams.
  • Partner cohesively with the Sales Team to grow and expand business opportunities via in-group growth and new opportunities.
  • Determine growth opportunities and benefit design, coordinate proposal and finalize sale, as well as, group communication needs (summary plan descriptions, provider lists, etc.) and benefit fair needs and expectations.
  • Strong ability to influence buying decisions with C-Suite decision-makers.
  • Review and assure that client receives all requested reports, satisfaction results and performance guarantees within the timeframe requested.
  • Inform senior management of market trends that affect the management of assigned book of business.


 Essential Business Experience and Technical Skills:


  • 5+ years’ experience in account or client management
  • Health plan, carrier, broker or insurance background
  • Well-versed in employee benefits
  • Solid understanding of underwriting principles
  • Current life/health license – or must obtain within 90 days
  • Polished presentation and speaking skills
  • Independent worker, flexible, able to manage competing priorities effectively
  • Ability to influence client buying decisions



  • Preferred Bachelor's degree in related field or equivalent experience
  • Consulting or broker background
  • Sales or AE experience
  • Underwriter or enrolled actuary
  • CEBS, NAHU, MAAA, CISR, or other industry-related credentials
  • Strong understanding of employee benefits principles and regulations
  • Comfortable with onsite in-person meetings with c-suite decision makers
  • Dedication to quality improvement and work product excellence



up to 25%


Business Category

US Business


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.


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.


Nearest Major Market: Tampa