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Account Manager

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MetLife

1mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
    Sales & Business Development
  • Houston
    Remote

AI generated summary

  • You need 3+ years in account management, strong group benefits knowledge, customer focus, relationship-building skills, data analysis ability, and proficiency in Salesforce. Must obtain a State Life license.
  • You will build and maintain broker and client relationships, facilitate calls, track service performance, lead meetings, ensure compliance, and execute marketing campaigns while managing account details.

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 role of an Account Manager at MetLife?

The Account Manager serves as a single point of contact for brokers, providing key support functions across various Regional Market customer segments, and assists sales partners with pre and post-sale activities related to acquiring new business and maintaining existing customer relationships.

What are the primary responsibilities of the Account Manager?

Key responsibilities include building and maintaining relationships with broker account teams, facilitating internal calls, handling broker service-related inquiries, identifying cross-selling opportunities, leading customer meetings, tracking service performance, and managing renewals and compliance requirements.

What experience is required for this position?

A minimum of 3+ years of experience in account management or customer service within a fast-paced, complex environment is required, along with strong group benefits product knowledge.

Is a specific degree required for this position?

A High School diploma is required, while a Bachelor's degree in a related field is preferred.

Do I need any licenses to apply for this job?

Yes, candidates must hold or be able to obtain a State Life, Accident, and Health license within 90 days of the hire date.

What is the salary range for the Account Manager position?

The salary range for this position is $63,500 to $84,700 base salary, plus incentive.

Are there any travel requirements for this role?

Yes, regular travel in the local market is expected, ranging from 10% to 20%.

What software proficiency is required for the Account Manager role?

Proficiency in using Salesforce and Microsoft Suite, as well as the ability to work in multiple systems simultaneously, is required.

What benefits does MetLife offer to Account Managers?

MetLife offers comprehensive health plans, dental and vision insurance, company-paid life insurance, a retirement pension, 401(k) with employer matching, tuition assistance, and various wellness programs.

How is customer satisfaction addressed in this role?

The Account Manager is accountable for building strong relationships with clients, ensuring satisfaction and loyalty, and is proactive in addressing customer inquiries and concerns to achieve favorable outcomes.

What skills are considered important for this position?

Important skills include strong communication skills, attention to detail, critical thinking, problem-solving abilities, and a proactive customer-focused mindset.

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.