Client Services Consultant II

Metlife, Inc. Brookfield , WI 53005

Posted 3 weeks ago

Role Value Proposition

The Client Service Consultant II (CSCII) has overall accountability for the day-to-day administrative service support of multiple National Account clients (5,000+lives). The CSC II is part of an overall account team tasked with understanding the customers' needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.

Key Responsibilities

  • Overall accountability for the day-to-day administration of multiple or complex clients, including:

  • Responds to client requests and leads projects, provides clients with alternative solutions to requests can identify possible plan design alternatives, and acts as a liaison between the client and internal MetLife teams.

  • Responsible for providing exceptional customer service thru ongoing customer delivery and client satisfaction.

  • Coordinates and facilitates client meetings, in person or via conference call, and prepares materials, agendas, and presentations, leads client account audits and strategic planning process, and partners with a financial team in the completion of client reports.

  • Serves as a key resource and may serve as a subject matter expert to Customer Unit and National accounts.

  • Partners with the Proposal Unit to research and respond to RFP questionnaires.

  • Understands the detailed components and provisions in legal agreements between MetLife and the client and assists in facilitating the execution of contracts to ensure compliance.

  • Comprehends competitors' products, industry trends, and legal developments impacting business.

  • Firm knowledge of MetLife's group products, services, and systems and ability to apply analytical skills to the interaction of these products, services, and systems.

Essential Business Experience and Technical Skills

Required:

  • 5+ years of equivalent experience within the insurance space.

  • 5+ years of account management experience.

  • Excellent organizational, interpersonal, and communication skills, both written and verbal

  • Ability to work autonomously, effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible.

  • General understanding of the U.S. economy and employee benefits industry.

  • Proficient with Microsoft Office software.

  • Self-motivated to learn more about the business and is proactive in personal development.

Preferred:

  • Bachelor's Degree.

  • Experience with Disability products is a strong asset.

  • Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately, and remain flexible.

  • Ability to balance client expectations with MetLife capabilities.

  • Project management skills including problem-solving, attention to detail, analytical thinking, and decisiveness.

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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