Policy Change Specialist III

  • Company: MetLife
  • Location: Tampa, Florida
  • Posted: April 20, 2017
  • Reference ID: 53221-en_US

Job Location: United States : Florida : Tampa  




Global Operations (Global Ops) focuses on creating positive experiences for MetLife customers and helping the company make the best use of its global resources. We’re looking for unique talent with fresh perspectives that can propel innovation. This role performs duties related to life insurance policy changes, exchanges, and conversions. Processes applications, updates data in systems, and/or provides general clerical and administrative support.





  • Reviews requests for complex or specialized policy changes, gathers data from various computer systems, and organizes background data to support the change.
  • Processes all contractual changes and term conversions within terms of service level agreements.
  • Determines whether requested changes meet company underwriting guidelines.
  • Follows procedures to process first-level transactions (adds/cancels, conversions, partial conversions, withdrawals, etc.) and second level-transactions (Business Exchange Applications, substitution of insureds, changes, corrections, increases, splits, paid ups, reductions, quotes, etc.).
  • Performs all related accounting transactions, including clearing money from suspense accounts.
  • Processes 1035 exchanges and related accounting transactions.
  • Generates reports to verify change transactions have been processed correctly.
  • Serves as primary contact for sales agents and sales offices, and answers technical questions related to policy changes. Explains how specific change/exchange decisions were reached.
  • Corresponds with sales agents, external insurance carriers, and other departments regarding pending cases.
  • Acts in lead capacity by providing direction on workflow and procedures; monitors work of other associates and provides back-up coverage.
  • Performs other related duties as assigned or required.


  • 2+ years of related work experience
  • Basic knowledge of Excel
  • Strong written and verbal communication skills
  • High School Diploma required
  • Strong knowledge of insurance products and applicable policies, procedures, and guidelines beneficial



Global Technology & Operations




“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.” 



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.

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Requisition #: 53221 

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