20 days old

Account Management Consultant

Charlotte, NC
Job Location: Charlotte, NC

**Role Value Proposition:**

Global Operations (Global Ops) focuses on creating positive experiences for MetLife customers and helping the company make the best use of its global resources. Were looking for unique talent with fresh perspectives that can propel innovation. In this role you will provide cross-market support functions across both regional and local markets in a field office.

**Key Responsibilities:**

Supports senior sales staff in the internal and external post-sale activities associated with the acquisition of new business and in maintaining existing client relationships.

Conducts post-sale enrollment meetings; presenting product information, distributing approved materials, collecting forms and answering questions.

Promotes, organizes, and attends enrollment meetings and benefit fairs for assigned customers.

Works with internal partners to resolve escalated issues, request needed plan performance reporting and develop marketing plans.

Prepares presentation materials.

Actively participates in finalist meetings for prospective customers, stewardship meetings for existing customers and broker meetings to discuss both.

Ensures proper licensing and appointment paperwork is in good order for writing agents.

Actively participates in the implementation process.

Demonstrates strong client-specific product knowledge and provides consultative assistance on issues related to their plans.

Stays informed of specific client activities taking place (acquisitions, divestures, layoffs, budget challenges, etc.).

Tracks renewal status and margin position, negotiation of rates, working with underwriting to request alternate plan designs as necessary and initiation of amendments borne out of final decisions

Mentors newly hired associates and assists with process training.

Performs other duties as assigned or required by specific market.

Essential Business Experience and Technical Skills:


High School Diploma

Proficient in MS Office, particularly Excel and PowerPoint.

Able maneuver within multiple complex systems at same time.

Strong product knowledge and underwriting skills.

Excellent presentation skills, oral and written communication skills.

Strong organizational skills. Able to work well with others as well as independently.

Able to solve problems and think creatively.

Ability to recognize opportunities to recommend new product offerings.

Life and Health License must be obtained in first 6 months of employment


Bachelors Degree

5-7 years of Customer Service Experience

Life and Health License

Salary Grade




Business Category

Global Technology and Operations

Number of Openings


At MetLife, were leading the global transformation of an industry weve long defined. United in purpose, diverse in perspective, were dedicated to making a difference in the lives of our customers.


  • Customer Service
  • Financial Services
  • Marketing

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Account Management Consultant

Charlotte, NC

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Account Management Consultant

Charlotte, NC

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