Account Procedures Consultant

Reposted 6 Days Ago
Be an Early Applicant
Charlotte, NC, USA
Hybrid
70K-100K Annually
Mid level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
At MetLife, we’re a purpose-driven company that helps our customers build a more confident future.
The Role
Manage daily account tasks and records, lead process improvements and automation initiatives, coordinate cross-functional projects, report progress to leadership, and mentor team members to improve operational efficiency.
Summary Generated by Built In
Description and Requirements
The Team You Will Join
MetLife Resources (MLR) provides service solutions to U.S.-based employers in the non-profit & government defined contribution marketplace. With over 13,000 plan sponsor customers and 200,000 plan participants, MLR generates approximately $400 million in premiums and $70 million in pre-tax earnings annually. MLR associates are dedicated to providing flexible retirement solutions backed by industry expertise and customized personal solutions .
The Opportunity
This is an exciting opportunity to leverage automation and technology to streamline operations, drive impactful change, and contribute to the ongoing success of our business. Success in this role requires strong influencing skills, a collaborative mindset, and a passion for operational excellence. This position is both a developmental opportunity for the individual and a strategic investment for the organization, bringing in expertise in process improvement and the ability to hold others accountable-even those outside of direct reporting lines. The Account Consultant will manage critical account tasks and drive process enhancements, collaborating closely with cross-functional teams in an environment where every contribution is respected, and every perspective is heard.
How You'll Help Us Build a Confident Future (Key Responsibilities)
  • Lead the management of day-to-day account management tasks, ensuring timely and accurate completion.
  • Oversee the maintenance and updating of plan sponsor account records, documentation, and workflows to support seamless operations.
  • Identify, recommend, and implement process improvements to enhance efficiency and service quality, utilizing recent technologies and tools when possible
  • Coordinate with cross-functional teams to drive initiatives and ensure accountability for deliverables using solid project management skills.
  • Serve as an advocate and a resource for automation and technology adoption, leveraging tools to streamline processes and mentoring colleagues.
  • Provide regular updates and reporting to leadership on project status, process improvements, and outcomes.
  • Support the professional development of team members by sharing best practices and process insights.

What You Need to Succeed (Required Qualifications)
  • 3+ years of experience in account management, operations, or process improvement roles.

  • Demonstrated ability to manage and complete multiple tasks and projects simultaneously.

  • Strong communication and interpersonal skills, with the ability to influence and motivate others.

  • Proven track record of identifying and implementing process improvements - a natural curiosity on how things work and tenacity to learn new things and make them better.

  • High degree of initiative, adaptability, and problem-solving ability

What Can Give You an Edge (Additional Skills)
  • Experience with process automation tools such as PowerAutomate, Alteryx, Power BI, Salesforce, and the Microsoft 365 suite.

  • Bachelor's degree or equivalent experience in business, operations, or related field.

  • Experience working in a matrixed environment or with cross-functional teams.

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.
The expected salary range for this position is $70,000 - $100,000. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
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!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the 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 our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
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.
$70,000 - $100,000
#BI-Hybrid

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The Company
HQ: New York, NY
43,000 Employees
Year Founded: 1868

What We Do

We're honored to be No. 10 on Great Place to Work's World's Best Workplaces and recognized in the Fortune 100 Best Companies to Work For® list in 2025. At MetLife, we're leading the global transformation of an industry we’ve defined for over 157 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 fosters an inclusive culture where our people are energized and inspired to deliver for our customers and communities. 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.

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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

Typical time on-site: Flexible
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