Account Management Consultant

Metlife, Inc. Chesterbrook , PA 19087

Posted 3 weeks ago

Role Value Proposition:

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.

Key Responsibilities:

  • 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.

Essential Business Experience and Technical Skills:

Required:

  • 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

Preferred:

  • 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

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.

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 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 accommodations@metlife.com. 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.


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Account Management Consultant

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