MetLife
Account Management Consultant
MetLife, Fort Lauderdale, Florida, us, 33336
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 an Account Executive(s) and maintain overall responsibility for the designated sales partner book of business
Facilitate weekly work team huddles and collaborate with dedicated internal partners to ensure customer deliverables are met, acting as a liaison between customer, broker, and internal teams to initiate and execute action plans for customer resolution
Serve as the initial point of contact for assigned brokers with regard to service-related escalations and work internally to resolve. Lead resolution of complex or persistent situations where escalation or unique solutions are required
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, and notify internal partners of plan design changes to initiate the amendment process
Build and maintain long-term trusted relationships with customers to support retention and growth of the accounts
Essential Business Experience and Technical Skills
Required:
5+ years of equivalent account management experience within the insurance space
Excellent presentation skills, oral and written communication skills with clients and internally
Highly motivated, agile, and able to operate effectively within a team
Strong insurance product knowledge and underwriting skills
Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
General understanding of 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
High School diploma
State Life, Accident and Health license or the ability to obtain within 90 days of date of hire
Ability to balance client expectations with MetLife capabilities
Preferred:
Bachelor’s degree
Fluency in Spanish
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.
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 an Account Executive(s) and maintain overall responsibility for the designated sales partner book of business
Facilitate weekly work team huddles and collaborate with dedicated internal partners to ensure customer deliverables are met, acting as a liaison between customer, broker, and internal teams to initiate and execute action plans for customer resolution
Serve as the initial point of contact for assigned brokers with regard to service-related escalations and work internally to resolve. Lead resolution of complex or persistent situations where escalation or unique solutions are required
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, and notify internal partners of plan design changes to initiate the amendment process
Build and maintain long-term trusted relationships with customers to support retention and growth of the accounts
Essential Business Experience and Technical Skills
Required:
5+ years of equivalent account management experience within the insurance space
Excellent presentation skills, oral and written communication skills with clients and internally
Highly motivated, agile, and able to operate effectively within a team
Strong insurance product knowledge and underwriting skills
Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
General understanding of 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
High School diploma
State Life, Accident and Health license or the ability to obtain within 90 days of date of hire
Ability to balance client expectations with MetLife capabilities
Preferred:
Bachelor’s degree
Fluency in Spanish
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.