Financial Consultant IMetropolitan Life Insurance Company - MetLife - Aurora, IL
Role Value Proposition: \u00a0 The Financial Consultant (FC) has overall accountability for the day-to-day financial support of multiple National Accounts clients and is part of an overall account team tasked with delivering an excellent customer experience with MetLife through the administration of the group benefit products offered. This position will be part of the Northeast II Customer Unit of MetLife\u2019s National Accounts Organization. Key Responsibilities: Overall accountability for the financial support of multiple 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 meet client needs Prepares year-end financial accounting and ERISA reporting for clients; validates monthly revenue projections and responsible for data integrity Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends, and results that would impact Customer Unit financial objectives Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely. 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. Performs other related duties as assigned or required. Essential Business Experience and Technical Skills: Required: Firm knowledge of group products, services and systems. Strong project management skills and ability to work autonomously or with others to effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible. Preferred: BS\/BA degree and 5-7 years of experience is preferred 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 proficiency in Microsoft Excel and Powerpoint, MS Access experience is a plus. Business Category National Accounts Number of Openings 1 At MetLife, we\u2019re leading the global transformation of an industry we\u2019ve long defined. United in purpose, diverse in perspective, we\u2019re dedicated to making a difference in the lives of our customers. MetLife is a proud equal opportunity\/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is MetLife's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic\/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law. MetLife maintains a drug-free workplace.
16 days 12 hours ago
applyFinancial Consultant I Metropolitan Life Insurance Company - MetLife - Aurora, IL, United States
MetLife, Inc., through its subsidiaries, provides insurance, annuities, and employee benefit programs in the United States, Japan, Latin America, Asia, Europe, and the Middle East. It operates in six segments: Retail; Group, Voluntary & Worksite Benefits; Corporate Benefit Funding; Latin America; Asia; and Europe, the Middle East and Africa. The company provides variable, universal, term, and whole life products; individual disability income products; personal lines property and casualty insurance, including private passenger automobile, homeowners, and personal excess liability insurance; and variable and fixed annuities for asset accumulation and distribution needs, as well as mutual funds and other securities products. It also offers group insurance products, such as variable, universal, and term life products; dental, group short- and long-term disability, and accidental death and dismemberment coverages; and voluntary and worksite products consisting of personal lines property and casualty insurance, as well as LTC, prepaid legal plans, and critical illness products. In addition, the company provides annuity and investment products comprising guaranteed interest products and other stable value products, income annuities, and separate account contracts for the investment management of defined benefit and defined contribution plan assets; and structured settlements and products to fund postretirement benefits and company-, bank- or trust-owned life insurance, as well as health insurance, group medical, credit insurance, endowment, retirement, and savings products. It serves individuals and corporations, as well as other institutions and their employees. The company sells its products through sales forces, third-party organizations, independent agents, and property and casualty specialists, as well as through career agency, bancassurance, direct marketing, brokerage, and e-commerce channels. MetLife, Inc. was founded in 1863 and is based in New York, New York.
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