Candice Test 4/18 Logo

Candice Test 4/18

Financial Consultant I

Posted 2 Months Ago
Be an Early Applicant
Remote
47K-69K Annually
Entry level
Remote
47K-69K Annually
Entry level
Responsible for the day-to-day financial support of Regional Market clients, including developing financial reports, managing client billing, and providing financial support to new clients and product additions. Also involved in client account audits, internal audits, and participation in cross-functional project teams.
The summary above was generated by AI

Description and Requirements
Role Value Proposition:
The Group Benefits (GB) organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, MetLife Defender, Global Services, Total Absence Management, Group Property & Casualty, Accident, Hospital Indemnity, Critical Illness and Legal Plan products and services. GB Sales sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States.
Regional Markets provides global benefits sales and solutions to US Based employers with 100- 4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a robust portfolio of voluntary products, generating approximately +$1B in annual sales. This is a +$4B book of business with 7% market share of a +$52B market. The business serves more than 15,000 US customers, covering approximately 13M employees and their dependents.
Key Responsibilities:
Overall accountability for the day-to-day financial support of Regional Market clients across multiple platforms and various billing methods:

  • Responsible for the development of customer financial reports, including data and trend analysis
  • Manages the timely delivery of client billing
  • Completes monthly revenue projections and validates data integrity
  • Responsible for monitoring the key financial parameters
  • Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely
  • 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
  • Provides financial support to the 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 insurance products and industry trends
  • Participates in cross-functional project teams designed to support key Regional Market initiatives or to enhance operational effectiveness
  • Performs other duties as assigned or required


Essential Business Experience and Technical Skills
Required:

  • 1-3 years of relevant experience
  • Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal
  • Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
  • Accounting/math problem solving skills
  • Proficient in Microsoft Office software


Preferred:

  • Bachelors degree
  • Strong project management skills including problem solving, attention to detail, analytical thinking and decisiveness
  • 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.
The wage range for applicants for this position is $47,200 to $69,300. This role is also eligible for annual short-term incentive compensation. MetLife offers a comprehensive benefits program, including healthcare benefits, life insurance, retirement benefits, parental leave, legal plan services and paid time off. All incentives and benefits are subject to the applicable plan terms.
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.

Similar Jobs

One Month Ago
Remote
United States
47K-63K Annually
Junior
47K-63K Annually
Junior
The Financial Consultant I will provide day-to-day financial support for Regional Market clients, develop financial reports, manage billing, complete revenue projections, monitor financial parameters, and assist with client audits and strategic planning. The role requires strong organizational and communication skills, proficiency in accounting and problem-solving, and proficiency in Microsoft Office software.
Top Skills: MS Office
Yesterday
Remote
West Palm Beach, FL, USA
Mid level
Mid level
The role involves preparing tax provisions, calculating international tax attributes, supporting tax return processes, and ensuring compliance for multinational corporations.
Top Skills: AlteryxExcelOnesource Tax ProvisionSAP
2 Days Ago
Remote
Remote, OR, USA
30K-80K Annually
Entry level
30K-80K Annually
Entry level
News + Entertainment
A software tester is responsible for designing test scenarios for software usability, running these tests, and preparing reports on the effectiveness.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account