Financial Consultant I - Midwest

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
• May guide the activities of lower-level staff members
• Performs other duties as assigned or required.

What You Need to Succeed (Qualifications)

• Typically has a BS/BA degree and 3-5 years of 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, including attention to detail, analytical thinking and decisiveness
• Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
• Ability to balance client expectations with MetLife capabilities
• General understanding of U.S. economy and employee benefits industry
• Proficient in Microsoft Office software
• Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems