The Small Business Analyst collaborates with the sales team to enhance small business operations through data analysis, strategy implementation, and process improvement. Responsibilities include training, sales consultation, reporting, and project management to drive growth in U100 markets.
Description and Requirements
Overview
The Small Business Analysts will partner with the assigned sales team to drive growth in the U100 markets focusing on supporting our Small Business Solutions (SBS) and broader U100 initiatives. Will act as an U100 market specialist, playing a crucial role in enhancing our small business operations through comprehensive analysis, strategy and the implementation of advanced solutions tailored to brokers, GA's and SMBs. This position reports to the Region DWS Director and works closely with Account Executives in the U100 segment.
Key Responsibilities
• Sales Execution: Assist sales team in building expertise in U100 and SBS platform. Conduct training for aligned sales partners to increase knowledge of MetLife's U100 and SBS offerings.
• Sales Consultation: Advise the sales team on value added strategies to optimize their U100 business with intermediaries and customers
• Sales Growth: Assist sales team to increase revenue growth from in force customers and renewals.
• Data Analysis: Conduct thorough data analysis on small business metrics to identify trends, patterns, and insights that drive business decisions.
• Reporting: Generate detailed reports, dashboards, and visualizations that highlight the performance and needs of brokers, GA's and SMB clients, communicating findings to key stakeholders and leadership.
• Process Improvement: Assess current processes and workflows specific to SBS/U100, recommending and implementing improvements to enhance efficiency and effectiveness.
• Collaboration: Work closely with cross-functional teams including AE, underwriting, and operations to align analysis with SBS/U100 goals.
• Project Management: Lead or support key projects aimed at improving U100/SBS, ensuring timely delivery and adherence to quality standards.
• Technological Integration: Utilize advanced software and tools to streamline processes for SBS/U100 and improve accuracy.
• Problem Solving: Identify and resolve issues affecting SBS/U100 through strategic thinking and innovative solutions.
• Sales Preparation & Positioning: Contract evaluation, financial analysis and overcoming competition
• Renewal Preparation & Positioning: Cycle Management, data gathering, plan change, add coverage bundling and offer
• Executes productivity tasks, focuses on professional growth and development
• Reviews reports, conducts analysis, and works to correct all errors resulting from failed process rules, bad data requirements or file layouts. May require working with customers and partners to change data protocols or processes.
• Performs other duties as assigned or required.
• Competencies:
• Analytical Mindset: Ability to interpret complex data sets and translate them into actionable insights for AEs, broker, GAs.
• Attention to Detail: Precision in data handling and reporting ensures accuracy and reliability.
• Communication Skills: Clear and concise communication to convey complex information effectively to various stakeholders
• Innovation: Continually seeking new ways to improve processes and drive business success for SBS/U100
• Team Collaboration: Working effectively within a team to achieve collective goals.
Objectives & Key Results
• Productivity: Meetings, Education, Accuracy, Efficiency
• Sales: % of Regions U100 Goal
• Growth: % of Regions U100 PFO Goal
Required Experience
• Experience: Minimum of 3-5 years of experience in business, sales, data analytics, or a related field
• Skills: Proficiency in Salesforce, Microsoft Office strong analytical and critical thinking skills, excellent communication and presentation abilities.
• Knowledge: Understanding of business processes and financial principles, especially those relevant to brokers, GAs and SMBs
• The ability to obtain (if not currently in possession of) a Life, Accident and Health License within 90 days of employment. Must remain up to date with continuing education requirements to maintain licensing.
Preferred Experience
• BA/BS Degree highly preferred in business Analytics, Finance, Marketing, or a related field.
• Experience using CoPilot to identify sales opportunities.
Location
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2025 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
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.
#BI-Hybrid
Overview
The Small Business Analysts will partner with the assigned sales team to drive growth in the U100 markets focusing on supporting our Small Business Solutions (SBS) and broader U100 initiatives. Will act as an U100 market specialist, playing a crucial role in enhancing our small business operations through comprehensive analysis, strategy and the implementation of advanced solutions tailored to brokers, GA's and SMBs. This position reports to the Region DWS Director and works closely with Account Executives in the U100 segment.
Key Responsibilities
• Sales Execution: Assist sales team in building expertise in U100 and SBS platform. Conduct training for aligned sales partners to increase knowledge of MetLife's U100 and SBS offerings.
• Sales Consultation: Advise the sales team on value added strategies to optimize their U100 business with intermediaries and customers
• Sales Growth: Assist sales team to increase revenue growth from in force customers and renewals.
• Data Analysis: Conduct thorough data analysis on small business metrics to identify trends, patterns, and insights that drive business decisions.
• Reporting: Generate detailed reports, dashboards, and visualizations that highlight the performance and needs of brokers, GA's and SMB clients, communicating findings to key stakeholders and leadership.
• Process Improvement: Assess current processes and workflows specific to SBS/U100, recommending and implementing improvements to enhance efficiency and effectiveness.
• Collaboration: Work closely with cross-functional teams including AE, underwriting, and operations to align analysis with SBS/U100 goals.
• Project Management: Lead or support key projects aimed at improving U100/SBS, ensuring timely delivery and adherence to quality standards.
• Technological Integration: Utilize advanced software and tools to streamline processes for SBS/U100 and improve accuracy.
• Problem Solving: Identify and resolve issues affecting SBS/U100 through strategic thinking and innovative solutions.
• Sales Preparation & Positioning: Contract evaluation, financial analysis and overcoming competition
• Renewal Preparation & Positioning: Cycle Management, data gathering, plan change, add coverage bundling and offer
• Executes productivity tasks, focuses on professional growth and development
• Reviews reports, conducts analysis, and works to correct all errors resulting from failed process rules, bad data requirements or file layouts. May require working with customers and partners to change data protocols or processes.
• Performs other duties as assigned or required.
• Competencies:
• Analytical Mindset: Ability to interpret complex data sets and translate them into actionable insights for AEs, broker, GAs.
• Attention to Detail: Precision in data handling and reporting ensures accuracy and reliability.
• Communication Skills: Clear and concise communication to convey complex information effectively to various stakeholders
• Innovation: Continually seeking new ways to improve processes and drive business success for SBS/U100
• Team Collaboration: Working effectively within a team to achieve collective goals.
Objectives & Key Results
• Productivity: Meetings, Education, Accuracy, Efficiency
• Sales: % of Regions U100 Goal
• Growth: % of Regions U100 PFO Goal
Required Experience
• Experience: Minimum of 3-5 years of experience in business, sales, data analytics, or a related field
• Skills: Proficiency in Salesforce, Microsoft Office strong analytical and critical thinking skills, excellent communication and presentation abilities.
• Knowledge: Understanding of business processes and financial principles, especially those relevant to brokers, GAs and SMBs
• The ability to obtain (if not currently in possession of) a Life, Accident and Health License within 90 days of employment. Must remain up to date with continuing education requirements to maintain licensing.
- Active life, health and P&C insurance licenses
Preferred Experience
• BA/BS Degree highly preferred in business Analytics, Finance, Marketing, or a related field.
• Experience using CoPilot to identify sales opportunities.
Location
- The primary location for this role can be located within the following regional sales offices: Chicago, IL; Houston, TX, Dallas, TX; Atlanta, GA; Kansas City, MO; and Irvine; CA
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2025 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
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.
#BI-Hybrid
Top Skills
MS Office
Salesforce
Similar Jobs
eCommerce
The End-user Compute and Administration Specialist manages and supports end-user computing environments using SCCM and Intune, ensuring operational efficiency and compliance.
Top Skills:
IntuneJAMFmacOSSccmVmware Horizon VdiWindows Desktop
Software
The Principal Associate will help build a global trade compliance program, perform risk assessments, support compliance initiatives, and educate stakeholders.
Aerospace • Defense • SEO
This role involves analyzing business processes, identifying improvements, and collaborating with stakeholders to implement solutions that enhance efficiency.
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
