Account Manager

Posted 7 Days Ago
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Bloomfield, CT
Hybrid
Senior level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
At MetLife, we’re a purpose-driven company that helps our customers build a more confident future.
The Role
The Account Manager at MetLife serves as the primary contact for brokers, supporting sales partners with customer service, onboarding, project management, and maintaining customer relationships. Responsibilities include facilitating meetings, analyzing reports, training new associates, and ensuring proper documentation for customer benefit plans and commissions.
Summary Generated by Built In

Description and Requirements
Role Value Proposition
MetLife Group Operations has a keen focus on delivering exceptional customer service to our group benefit customers. The Account Management Consultant role is a key component of our service delivery model. The Account Management Consultant is the main point of contact for our brokers. In addition, the Account Management Consultant will provide key support functions across our different Regional Market customer segments, as well as support our sales partners with internal and external post-sale activities associated with the acquisition of new business and in maintaining existing customer relationships.
Key Responsibilities

  • Directly aligned with 1 to 2 sales partners and maintain overall responsibility for the designated sales partners' book of business
  • Facilitate weekly natural work team huddles and collaborate with dedicated internal partners to ensure customer deliverables are met
  • Serve as the initial point of contact for service-related customer escalations and work with internal partners to resolve all concerns
  • Request and analyze reports related to customer plan experience as well as broker commissions
  • Organize and attend various customer and broker facing meetings either in person or virtually and develop marketing plans and presentation materials for such meetings as needed
  • Actively participate in finalist meetings for prospective customers and stewardship meetings for existing customers
  • Ensure proper licensing, appointment and commission paperwork is in good order for writing agents
  • Demonstrate strong customer-specific product knowledge and provide consultative assistance on issues related to customer benefit plans, while staying informed of specific customer activities taking place (acquisitions, divestures, layoffs, budget challenges, etc.)
  • Actively participate in the implementation process to ensure a smooth onboarding experience for new and existing customers
  • Track customer renewal statuses and margin position, negotiate rates, work with underwriting to request alternate plan designs as necessary, notify internal partners of plan design changes to initiate the amendment process
  • Mentor newly hired associates and assist with process training
  • Perform other duties as assigned or required


Essential Business Experience and Technical Skills
Required :

  • 5+ years related experience, such as account management or project management
  • Excellent presentation skills, oral and written communication skills
  • Strong commitment to meeting metrics
  • Proficient in PowerPoint
  • High School diploma
  • Must already hold or be able to obtain State Life, Accident and Health license within 90 days of date of hire


Preferred :

  • Bachelor's degree
  • 5+ years related customer service experience
  • Proficient in MS Excel and Salesforce
  • Proven ability to manage complex situations
  • Strong focus on customer satisfaction and obtaining results


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.
The salary range for applicants for this position is 80,000-83,000.
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", Fortune World's 25 Best Workplaces™ for 2024, 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.
80,000-83,000
#BI-Hybrid

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The Company
HQ: New York, NY
43,000 Employees
Hybrid Workplace
Year Founded: 1868

What We Do

Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond.  With operations in more than 40 markets and leading positions across the globe, MetLife’s building a workforce of diverse and empowered voices that all belong.  Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.

Why Work With Us

At MetLife, you’ll be working for a company whose purpose is to help customers throughout their life’s journey, and often in their most critical time of need. You’ll be a part of developing leading-edge platforms that will have a lasting impact on the lives and well-being of tens of millions of customers.

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