Product Enrollment Specialist

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Tampa, FL
Hybrid
5-7 Years Experience
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

Description and Requirements
Role Value Proposition
The Product Enrollment Specialist (PES) will act as a Disability Income Gap Insurance (DIGI) communication, RFP and enrollment expert responsible for the end-to-end employer strategy to drive employee engagement and act as a subject matter expert for the product.
The PES is responsible for partnering with internal teams including the Product Director, Account Executive, Client Service Consultants, Marketing and Underwriting, plus build external relationship with Brokers, Customers and Employees to help increase participation in both Regional Market and National account clients to drive DIGI revenue through new sales, on-going annual campaigns as well as marketing support throughout the lifecycle of a customer.
Key Responsibilities

  • Build new, and maintain existing, relationships with partners to increase revenue by driving employee engagement, retention, utilization, and participant growth.
  • Ensure employer/customer satisfaction through the seamless execution and delivery of effective communications strategies based upon employer/employee needs and goals and delivering high quality communication strategies.
  • Partners with Product Director in first sale pipeline management and responsible for overall campaign enrollment strategy
  • Handle 100-200 DIGI RFPs annually to identify suitable, quality customers for the product. Conduct active follow-up discussions with Account Executives and Product Director as the SME.
  • Manage a book of business of 100-200 existing DIGI clients in both Regional Market (RM) and National Account (NA) clients.
  • Lead the development of enrollment strategy for new voluntary business including new sales, new eligible/new hire employees, and re-enrollments to educate and engage the customer's employees allowing them to make an informed decision to purchase coverage.
  • Conducts employee group presentations, employee one-on-ones and webinar meetings for the customers' employee population to drive positive participation and revenue.
  • Engage at implementation to develop and communicate strategies to provide a focused enrollment strategy that will drive positive participation and revenue for the life of a new case.
  • Attend broker meetings in partnership with Product Director to assist with first sale opportunity discussions as necessary.
  • Identify process improvement and communication/educational opportunities and working with appropriate business partners to implement changes.
  • Coordinating the development and maintenance of project plans and status reports to manage and balance multiple projects with competing priorities.
  • Travel to new and existing customer sites while managing travel expenses according to the MetLife guidelines.


Essential Business Experience and Technical Skills
Required

  • 3-5+ years of relevant experience
  • Experience working directly with employer/customers as part of an account team or supporting function.
  • Life and Health License or ability to obtain within first 6 months of employment as well as FINRA Securities 6 and Securities 63 in the first 12 months
  • Proficient communication and presentation skills - both in person and within virtual environment
  • Demonstrated ability to self-manage high volume of diverse work activities and to work independently and build recommendations with little direction.
  • Ability to "read the room" and focus on the aspects of the communication strategy that resonate most with the employer/customer.
  • In depth understanding of the communication process, from writing and design through distribution across multiple media (print, internet, video)
  • A desire to continually improve how we tell MetLife's engagement story to employers/customers and a natural curiosity to try innovative techniques to engage employers/customers both in person and virtually.
  • Proven project management success
  • Undergraduate degree or equivalent business-related experience


Preferred

  • Advanced understanding and experience of the Disability Income Gap Insurance product
  • 5+ years communications consulting or benefits consulting experience
  • Experience in product, sales, marketing, or wholesaling in insurance industry (internal, external or combination)
  • Strong subject matter expertise in MetLife's products and services


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 2024 "World's Most Admired Companies" as well as the 2024 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

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

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.

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