Sr. Account Manager

MetLife

1mo ago

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

AI generated summary

You need 5+ years in account management, strong group benefits knowledge, customer focus, relationship-building skills, data analysis, presentation skills, Salesforce experience, and a Bachelor’s degree.
You will manage client relationships, lead meetings, analyze service performance, identify cross-sell opportunities, ensure compliance, and mentor new associates while overseeing renewals and broker interactions.

Requirements

5+ years related industry experience, such as account management or customer service working in a fast paced, complex environment
Strong group benefits product knowledge and possess in-depth knowledge of plan designs, benefit features and how claims are paid
Strong understanding of industry marketplace and legal developments
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
Strong attention to detail
Lead team meetings
Strong critical thinking and problem-solving skills to deliver client focused solutions
Strong commitment to meeting metrics
Strong computer navigation skills and ability to work in multiple systems simultaneously (Microsoft suite, different company platforms)
Strong 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%)
Bachelor’s degree in related field
7+ years related account management or customer service experience in the insurance industry

Responsibilities

Directly aligned to assigned distributions’ book of business for 2-5K lives that varies in level of complexity.
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.
Mentor newly hired associates and assist with process training.
Able to serve as a subject matter expert across some products and processes.

FAQs

What is the experience requirement for the Sr. Account Manager position?

The position requires 5+ years of related industry experience, such as account management or customer service in a fast-paced, complex environment.

Is a Bachelor's degree preferred for this role?

Yes, a Bachelor's degree in a related field is preferred.

What does the salary range look like for this position?

The salary range for this position is between $87,900 to $117,200, plus additional incentive plans.

Is travel a requirement for this role?

Yes, regular travel in the local market is required, accounting for approximately 10% to 20%.

What type of benefits does MetLife offer to its employees?

MetLife offers a comprehensive health plan, including medical, prescription drug, vision, and dental insurance, short- and long-term disability, company-paid life insurance, a retirement pension, 401(k) with employer matching, and additional benefits such as tuition assistance and mental health programs.

Is a state license required for this role?

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

What are some key responsibilities of the Sr. Account Manager?

Key responsibilities include building and maintaining relationships with brokers and clients, coordinating meetings, tracking service performance, and identifying opportunities for cross-selling products.

Is Salesforce experience necessary for this position?

Yes, strong experience using Salesforce is required.

What is the focus of the Sr. Account Manager role?

The focus is on customer satisfaction, building relationships, and supporting brokers and clients in both pre- and post-sale activities.

Does MetLife have a drug-free workplace policy?

Yes, MetLife maintains a drug-free workplace.

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.