Description and Requirements
Role Value Proposition:
The Financial Consultant (FC) has overall accountability for the day-to-day financial support of multiple National Accounts clients. The FC 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.
Our team is an energetic go-getting one with a focus on financial numbers! This would be a great fit for an individual looking to learn or dive further into the many aspects of group benefits by touching a large profile of insurance products!
Key Responsibilities:
Overall accountability for the financial support of multiple or moderately complex National Accounts clients:
Responsible for the development and completion of customer financial reports, including identifying reporting needs, data and trend analysis and effectively communicates results to client needs
Effectively manages the timely delivery of client reports by prioritizing and understanding client needs
Prepares year-end financial accounting and 5500 reporting for clients
Validates monthly revenue projections and responsible for data integrity
Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends, and results that would impact Customer Unit financial objectives
Accountable for the completion of monthly bank reconciliation reports and monitors client activity
Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely
Partners with Account Executive and Client Services Team in meeting and exceeding the clients' expectations
Participates in client meetings, in person or via conference call, and prepares materials as needed
Participates in client account audits and actively engages in strategic planning process
Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed
Serves as a key resource and may serve as a subject matter expert to Customer Unit and National Accounts
Provides financial support to Request For Proposal process and 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 and actively contributes to client strategy discussions
Demonstrated knowledge of MetLife's and competitors' products and industry trends
Participates in cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness
Essential Business Experience and Technical Skills:
Required:
Excellent organizational, interpersonal, and communication skills, both written and verbal
Advanced accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness
Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
Proficient in Microsoft Office software
Self-motivated to learn more about the business and is proactive in personal development
Preferred:
5-7 years of related experience
Bachelors Degree
Ability to work autonomously; effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
Ability to balance client expectations with MetLife capabilities
General understanding of U.S. economy and employee benefits industry
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.
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at ******** . 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.
#J-18808-Ljbffr
