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Account Manager

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MetLife

3mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • San Francisco

AI generated summary

  • You need 3+ years in account management or service, group benefits knowledge, strong communication skills, data analysis ability, attention to detail, Salesforce experience, and a high school diploma.
  • You will manage client relationships, lead meetings, track service performance, identify cross-selling opportunities, coordinate renewals, and ensure compliance while using Salesforce for account management.

Requirements

  • 3+ years related experience, such as account management or customer service working in a fast paced, complex environment
  • Strong group benefits product knowledge and possess knowledge of plan designs, benefit features and how claims are paid
  • Proactive customer focused mindset
  • Strong focus on customer satisfaction and obtaining results
  • Proven ability in building relationships both internally and externally with people at all levels of the organization
  • Ability to analyze data to influence and execute on renewal decisions
  • Excellent presentation skills, oral and written communication skills
  • Attention to detail
  • Lead team meetings
  • Critical thinking and problem-solving skills to deliver client focused solutions
  • Strong commitment to meeting metrics
  • Proficient computer navigation skills and ability to work in multiple systems simultaneously (Microsoft suite, different company platforms)
  • Proficient experience using Salesforce
  • High School diploma
  • Must already hold or be able to obtain State Life, Accident and Health license within 90 days of date of hire
  • Regular travel in local market (10% - 20%)

Responsibilities

  • Directly aligned to assigned distributions’ book of business for 2-5K lives
  • Accountable for building and maintaining strong relationships with broker account teams and clients as needed to ensure satisfaction and loyalty
  • Facilitate weekly calls with internal partners who share common broker/customer relationships to ensure deliverables are met
  • Serve as the single point of contact with overall accountability for broker service-related customer inquiries and escalations, and work with internal partners to meet expectations and resolve all concerns including but not limited to experience reports and broker commissions.
  • Accountable for identifying opportunities to cross sell additional products and re-enrollment opportunities to increase participation/revenue, in collaboration with Account Executive, and Underwriting.
  • Accountable for leading and coordinating customer and broker facing meetings either in person or virtually including stewardship and renewals in partnership with Account Executive and Client Service Consultant.
  • Track the performance of the services provided, analyze results and provide insights and recommendation for improvement. Present results, along with other members of the MetLife account team, at Broker Stewardship.
  • Actively participate in finalist meetings for prospective customers and implementation meetings, as needed
  • Demonstrate strong customer-specific product knowledge and provide consultative assistance regarding potential plan changes to customer benefit plans, while staying informed of specific customer activities taking place (acquisitions, divestures, layoffs, budget challenges, etc.)
  • Responsible for book of business renewal oversight and persistency and profitability outcomes, in coordination with Account Executive and Underwriter.
  • Develop and execute targeted marketing and education campaigns showcasing expertise, demonstrating value, and keeping clients engaged.
  • Maintain accurate customer information, references, and account plans in salesforce.com, in collaboration with Client Service Consultant.
  • Ensure timely submission and validation of Broker of Record (BOR) changes.
  • Additionally, ensure all compliance requirements are met.

FAQs

What is the primary role of an Account Manager at MetLife?

The primary role of an Account Manager at MetLife is to serve as a single point of contact for Brokers, providing key support functions across different Regional Market customer segments, and assisting sales partners with pre and post-sale activities while maintaining relationships with existing customers.

What qualifications are required for this position?

Candidates must have 3+ years of related experience in account management or customer service in a fast-paced environment, strong group benefits product knowledge, and a high school diploma. They must also be able to obtain a State Life, Accident, and Health license within 90 days of hire.

What are some key responsibilities of the Account Manager?

Key responsibilities include building and maintaining strong relationships with broker account teams and clients, facilitating calls with internal partners, handling customer inquiries and escalations, identifying cross-sell opportunities, and tracking service performance.

Is a bachelor's degree preferred for this role?

Yes, a bachelor's degree in a related field is preferred, along with 5+ years of account management or customer service experience in the insurance industry.

What skills are essential for success in this position?

Essential skills include strong communication and presentation abilities, critical thinking and problem-solving skills, attention to detail, and proficiency in using Salesforce and multiple computer systems.

Will there be any travel involved in this position?

Yes, regular travel in the local market is expected, estimated at 10% to 20%.

What is the salary range for this position?

The salary range for this position is $73,000 to $97,400, plus an additional incentive plan.

What benefits does MetLife offer for this position?

MetLife offers a comprehensive health plan, life insurance, legal services, a retirement pension, 401(k) with employer matching, group discounts on various insurance products, Employee Assistance Program (EAP), tuition assistance, and more.

How does MetLife support the well-being of its employees?

MetLife addresses holistic well-being with programs for physical and mental health, financial wellness, family support, and various resources such as digital mental health programs, parental leave, and volunteer time off.

Is the company committed to diversity and equal employment opportunities?

Yes, MetLife is committed to equal employment opportunity and values diversity in the workplace, welcoming applicants from all backgrounds.

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MetLife

Finance
Industry
10,001+
Employees
1868
Founded Year

Mission & Purpose

We live in a time of unprecedented change. A time when economies, regulations, and social safety nets are all in flux. Customers around the globe have told us they’re overwhelmed by the pace of change and are looking for a trusted partner to help them manage life’s twists and turns. MetLife is committed to being that partner. That’s why we’re transforming our business: Delivering greater value for the people we serve by becoming a simpler, more focused, and future-facing company. We’ll be introducing new ways to meet our customers’ evolving needs, with flexible products; simpler, more intuitive experiences and a range of new services. MetLife. Navigating life together. MetLife, Inc. (NYSE: MET), through its subsidiaries and affiliates (“MetLife”), is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits and asset management to help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.