Financial Consultant II
2 weeks ago
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.
Key Responsibilities:
- Overall accountability for the financial support of multiple complex National Accounts clients:
- Responsible for the development of customer financial reports, including data and trend analysis and effectively communicates results to client
- Manages the timely delivery of client reports by prioritizing and understanding client needs
- Prepares year-end financial accounting and 5500 reporting for clients
- Completes monthly revenue projections and validates data integrity
- Responsible for monitoring the key financial parameters of internal management reporting
- 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 strategic planning process
- Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed
- Serves as a key resource to Customer Unit
- 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
- Maintains an awareness and knowledge of MetLife's and competitors' products and industry trends
- Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems
- Participates in cross-functional project teams designed to support key National Accounts initiatives or to enhance operational effectiveness
- Typically has a BS/BA degree and 3-5 years of experience
- Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal
- Accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness
- Ability to work autonomously or with others and 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
- Proficient in Microsoft Office software
- Self-motivated to learn more about the business and is proactive in personal development
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 . Join us
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at [redacted]. 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.
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