Financial Consultant II - Large Accounts

　　General Information

　　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

　　18-Jan-2024

　　Job ID

　　1325

　　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.

　　Equal Employment Opportunity/Disability/Veterans

　　If you need an accommodation due to a disability, please email us at [email protected]. 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.