Financial Consultant I

Description and Requirements
Role Value Proposition:
The Group Benefits (GB) organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, MetLife Defender, Global Services, Total Absence Management, Group Property & Casualty, Accident, Hospital Indemnity, Critical Illness and Legal Plan products and services. GB Sales sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States.
Regional Markets provides global benefits sales and solutions to US Based employers with 100- 4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a robust portfolio of voluntary products, generating approximately +$1B in annual sales. This is a +$4B book of business with 7% market share of a +$52B market. The business serves more than 15,000 US customers, covering approximately 13M employees and their dependents.
Key Responsibilities:
Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods:

• Responsible for the development of customer financial reports, including data and trend analysis
• Manages the timely delivery of client billing
• Completes monthly revenue projections and validates data integrity
• Responsible for monitoring the key financial parameters
• Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely
• Participates in client account audits and strategic planning process
• Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed
• Provides financial support to the implementation of new clients, as well as the addition of new products to existing clients
• Prepares historical information for Financial Consulting Services to assist them with the renewal and underwriting
• Maintains an awareness and knowledge of insurance products and industry trends
• Participates in cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness
• Performs other duties as assigned or required

Essential Business Experience and Technical Skills
Required:

• 1-3 years of relevant experience
• Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal
• Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
• Accounting/math problem solving skills
• Proficient in Microsoft Office software

Preferred:

• Bachelors degree
• Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
• General understanding of U.S. economy and employee benefits industry

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.