Financial Consultant I - Large Accounts

MetLife • Bridgewater Township, NJ

98d • $60,000 - $81,200

About The Position

The Financial Consultant (FC) has overall accountability for the day-to-day financial support of multiple National Accounts clients. The FC is part of an overall account team tasked with understanding the customers' needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.

Requirements

• 3-5 years of relevant experience
• Excellent organizational skills, strong interpersonal skills, and effective communication skills, both written and verbal
• Accounting/math problem solving skills, including attention to detail, analytical thinking and decisiveness
• Proficient in Microsoft Office, especially Excel (advanced excel skills preferred)
• Ability to work autonomously or with others and effectively handle multiple tasks, prioritize deadlines appropriately and remain flexible
• Ability to balance client expectations with MetLife capabilities
• General understanding of U.S. economy and employee benefits industry
• Self-motivated to learn more about the business and is proactive in personal development

Nice To Haves

• Bachelor's Degree

Responsibilities

• Overall accountability for the financial support of multiple complex National Accounts clients
• Responsible for the development of customer financial reports, including data and trend analysis and effectively communicates results to client
• Manages the timely delivery of client reports by prioritizing and understanding client needs
• Prepares year-end financial accounting and 5500 reporting for clients
• Completes monthly revenue projections and validates data integrity
• Responsible for monitoring the key financial parameters of internal management reporting
• Accountable for the completion of monthly bank reconciliation reports and monitors client activity
• Responsible for client billing, reconciliation, and partnering with internal and external contacts to ensure billing is entered accurately and timely
• Partners with Account Executive and Client Services Team in meeting and exceeding the clients' expectations
• Participates in client meetings, in person or via conference call, and prepares materials as needed
• Participates in client account audits and strategic planning process
• Responsible for reviewing and documenting current financial processes and providing information for internal audits as needed
• Provides financial support to Request For Proposal process and implementation of new clients, as well as the addition of new products to existing clients
• Maintains an awareness and knowledge of MetLife's and competitors' products and industry trends
• Firm knowledge of group products, services and systems and ability to apply analytical skills to the interaction of these products, services and systems

Benefits

• Comprehensive health plan including medical/prescription drug and vision, dental insurance
• No-cost short- and long-term disability
• Company-paid life insurance and legal services
• Retirement pension funded entirely by MetLife
• 401(k) with employer matching
• Group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance
• Employee Assistance Program (EAP) and digital mental health programs
• Parental leave
• Volunteer time off
• Tuition assistance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree