Financial Consultant I - Large Accounts
Posted on: 22 Dec 2022
Bridgewater, NJ
Job Description
Role Value Proposition:
Great opportunity to join an amazing team! Are you passionate about numbers? Do you have sharp analytical skills? Do you possess great collaboration and communications skills? Do you like to innovate and identify process improvements? Then you would make a great financial consultant on our team.
The Financial Consultant (FC) has overall accountability for the day-to-day financial support of National Accounts clients and is part of an overall account team tasked with delivering an excellent customer experience with MetLife through the administration of the group benefit products offered.
Key Responsibilities:
Overall accountability for the financial support of complex National Accounts clients: Responsible for the development and completion of customer financial reporting, including data and trend analysis and effectively communicates results to meet client needs.
Manages assigned clients billing, conducts audits, cash reconciliation, refund processing and partners closely with internal and external contacts to ensure billing is entered accurately and timely.
Responsible for data integrity, and verification of monthly revenue projections and provide explanations on variances.
Prepares year-end financial accounting and ERISA reporting for clients by designated due dates.
Responsible for monitoring the key financial parameters of internal management reporting and capable of proactively identifying discrepancies, trends, and results that would impact Customer Unit financial objectives.
Participates in client meetings, in person or via conference call, and prepares materials as needed, participates in client account audits and actively engages in strategic planning process.
Strong focus on identifying efficiency gains with customer and/or internal processes.
Performs other related duties as assigned or required.
Essential Business Experience and Technical Skills:
Required:
Strong Customer Service Skills
Excellent organizational, interpersonal, and communication skills, both written and verbal
Strong proficiency in Microsoft Excel and Powerpoint
Strong project management skills and the ability to work autonomously or with others to effectively handle multiple tasks
Ability to prioritize deadlines appropriately and remain flexible
Advanced accounting/math problem solving skills
Attention to Detail, analytical thinking, and decisiveness
Wants to be part of a diverse team that loves to get to know each other!
Preferred:
BS/BA degree is strongly preferred
Knowledge of group products, services, and systems
2-3+ years of billing/financial experience
MS Access experience is a plus
Business Category
Group Benefits
Number of Openings
1
MetLife
New York, New York
MetLife, Inc. is the holding corporation for the Metropolitan Life Insurance Company (MLIC), better known as MetLife, and its affiliates. MetLife is among the largest global providers of insurance, annuities, and employee benefit programs, with 90 million customers in over 60 countries. The firm was founded on March 24, 1868 MetLife ranked No. 43 in the 2018 Fortune 500 list of the largest United States corporations by total revenue.
On January 6, 1915, MetLife completed the mutualization process, changing from a stock life insurance company owned by individuals to a mutual company operating without external shareholders and for the benefit of policyholders. The company went public in 2000. Through its subsidiaries and affiliates, MetLife holds leading market positions in the United States, Japan, Latin America, Asia's Pacific region, Europe, and the Middle East. MetLife serves 90 of the largest Fortune 500 companies. The company's principal offices are located at 200 Park Avenue, New York City in Midtown Manhattan, New York City, though it retains some executive offices and its boardroom in the MetLife Building, located at 200 Park Avenue, New York City, which it sold in 2005.
In January 2016, the company announced that it would spin off U.S. Retail business, including individual life insurance and annuities for the retail market, in a separate company called Brighthouse Financial. They will maintain the MetLife name on MetLife Stadium. On March 6, 2017, the separated U.S. Retail business launched Brighthouse Financial – an independent company focused on life insurance and annuities.
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IndustryInsurance
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No. of Employees49,000
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Website
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Jobs Posted394
