Small Business Analyst

Description and Requirements
The Opportunity
The Small Business Analysts sit within the Distribution, Wholesaling & Support Organization. The role partners within the assigned sales team to drive growth in the U100 (Under 100) markets, focusing on supporting our Small Business Solutions (SBS) and broader U100 initiatives. Acts as an U100 market specialist, playing a crucial role in enhancing our small business operations through comprehensive analysis, strategy and the implementation of advanced solutions tailored to brokers, GA's and SMBs. This position reports to the Region Director and works closely with Account Executives in the U100 segment.
Location is virtual within the US but requires ability to work Pacific, Mountain, or Central time zone business hours.
Key Responsibilities
Key Responsibilities

• Sales Execution: Assist sales team in building expertise in U100 and SBS platform. Conduct training for aligned sales partners to increase knowledge of MetLife's U100 and SBS offerings.
• Sales Consultation: Advise the sales team on value added strategies to optimize their U100 business with intermediaries and customers
• Sales Growth: Assist sales team to increase revenue growth from in force customers and renewals.
• Data Analysis: Conduct thorough data analysis on small business metrics to identify trends, patterns, and insights that drive business decisions.
• Reporting: Generate detailed reports, dashboards, and visualizations that highlight the performance and needs of brokers, GA's and SMB clients, communicating findings to key stakeholders and leadership.
• Process Improvement: Assess current processes and workflows specific to SBS/U100, recommending and implementing improvements to enhance efficiency and effectiveness.
• Collaboration: Work closely with cross-functional teams including AE, underwriting, and operations to align analysis with SBS/U100 goals.
• Project Management: Lead or support key projects aimed at improving U100/SBS, ensuring timely delivery and adherence to quality standards.
• Technological Integration: Utilize advanced software and tools to streamline processes for SBS/U100 and improve accuracy.
• Problem Solving: Identify and resolve issues affecting SBS/U100 through strategic thinking and innovative solutions.
• Sales Preparation & Positioning: Contract evaluation, financial analysis and overcoming competition
• Renewal Preparation & Positioning: Cycle Management, data gathering, plan change, add coverage bundling and offer
• Reviews reports, conducts analysis, and works to correct all errors resulting from failed process rules, bad data requirements or file layouts. May require working with customers and partners to change data protocols or processes.

Required Qualifications

• What You Need To Succeed (Required Experience)
  
  • 1-5+ years in business, sales, analytics, or related fields or Sales Academy Graduate
  • Proficiency in Salesforce and Microsoft Office
  • Strong analytical, communication, collaboration, and presentation skills with strong attention to detail.
  • Understanding of business processes and financial principles relevant to brokers, General Agents, and Small Businesses.
  • Must obtain the required Life and Accident & Health state licenses within the first 3 months of employment

Preferred Qualifications

• BA/BS Degree in business analytics, Finance, Marketing, or a related field.
• Knowledge: Understanding of insurance business processes and financial principles, especially those relevant to brokers, GAs and SMBs
• Proficiency in Salesforce
• Experience using CoPilot to identify sales opportunities

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.
The expected salary ran ge for this position is $50,000 to $55,000. This role may also be eligible for incentive compensation under the sales plan for the position. 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, paid time off, paid holidays, volunteer time off, tuition assistance and much more! For more information regarding MetLife's U.S. benefits, please click here .
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.
As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We're looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long-term value.
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.
This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.
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