Description and Requirements
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.
- 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.)
- 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.
- 3+ years of account management service experience or equivalent
- Excellent presentation skills, oral and written communication skills
- Strong insurance product knowledge and underwriting skills
- Strong organizational skills. Able to work well with others as well as independently.
- Life and Health license or ability to obtain within 90 days of hire
- High School diploma
- Bachelor's degree
- 5+ years of account management experience
- Strong insurance product knowledge and underwriting skills strongly preferred
- 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
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
Recognized on Fortune magazine's list of the 2023 "World's Most Admired Companies" as well as the 2023 Fortune 100 Best Companies to Work For ®, 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 individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
#BI-Hybrid
What the Team is Saying
.png)
.png)
What We Do
Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife’s building a workforce of diverse and empowered voices that all belong. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.
Why Work With Us
At MetLife, you’ll be working for a company whose purpose is to help customers throughout their life’s journey, and often in their most critical time of need. You’ll be a part of developing leading-edge platforms that will have a lasting impact on the lives and well-being of tens of millions of customers.
Gallery
MetLife Teams
MetLife Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
MetLife's current workplace policies classify roles as Office, Hybrid or Virtual based on the nature of work, encouraging new ways of working together
