Field Services Consultant II

  • Company: MetLife
  • Posted: December 20, 2016
  • Reference ID: 1308307882
At MetLife, we seek to make a meaningful impact in the lives of our customers and our communities.
Job Location
United States : Washington : Bellevue
Alternate Job Location
Not Applicable
Job Summary: Provide cross-market support functions across both regional and local markets in a field office.

Functional 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/broker relationships.
• Coordinates support and/or Conducts post-sale enrollment meetings; presenting product information, distributing approved materials, collecting forms and answering questions.
• Promotes, organizes, and may 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 throughout 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.

Supervisory Responsibilities: None. May provide guidance to lower level staff members.

Required Experience:
• 3-5 years book of business management experience in industry
• Life and Health license (required within 90 days of employment)
• Proficient in MS Office, particularly Excel and PowerPoint.

Preferred Experience:
• Able to maneuver within multiple complex systems at same time.
• Strong product knowledge and underwriting skills.
• Excellent presentation skills, oral and written communication skills.
• Strong relationship and 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.

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, martial 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.
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