Financial Consultant II - Large Accounts

City/Cities

Aurora, Dallas, Houston, St Louis

State(s)

Illinois, Missouri, Texas

Country

United States

Working Schedule

Full-Time

Work Arrangement

Hybrid

Relocation Assistance Available

No

Posted Date

02-Apr-2024

Job ID

1905

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 reportingand 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.

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 2023 "World's Most Admired Companies" as well as the 2023 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 (https://www.metlifecareers.com/ml/GreatPlaceToWork) . Join us!

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.