Small Business Analyst

MetLife•Irvine, CA

1d•$50,000 - $55,000•Hybrid

About The Position

The Small Business Analyst is part of MetLife’s Distribution, Wholesaling & Support Organization and partners with an assigned sales team to drive growth in U100 (Under 100) markets. The role supports Small Business Solutions (SBS) and broader U100 initiatives, serving as a market specialist who uses analysis, strategy, and tailored solutions to improve operations for brokers, General Agents, and small and medium-sized businesses. The position reports to the Region Director and works closely with Account Executives in the U100 segment. The posting describes the role as virtual within the United States, with the ability to work Pacific, Mountain, or Central time-zone business hours required. It also states that the role is hybrid and requires at least three days per week in the office. The analyst supports sales execution and growth, analyzes small-business performance, prepares reports and recommendations, improves SBS/U100 processes, and collaborates with sales, underwriting, operations, customers, and partners. The role may involve correcting errors arising from process rules, data requirements, or file layouts, including working with customers and partners to adjust data protocols or processes.

Requirements

1–5+ years of experience in business, sales, analytics, or related fields, or graduation from a Sales Academy.
Proficiency in Salesforce and Microsoft Office.
Strong analytical, communication, collaboration, and presentation skills, with strong attention to detail.
Understanding of business processes and financial principles relevant to brokers, General Agents, and small businesses.
Obtain the required Life and Accident & Health state licenses within the first three months of employment.
Ability to work Pacific, Mountain, or Central time-zone business hours.

Nice To Haves

BA/BS degree in business analytics, finance, marketing, or a related field.
Understanding of insurance business processes and financial principles, especially those relevant to brokers, General Agents, and SMBs.
Proficiency in Salesforce.
Experience using CoPilot to identify sales opportunities.

Responsibilities

Help the sales team build expertise in U100 and the SBS platform, including training aligned sales partners on MetLife’s U100 and SBS offerings.
Advise the sales team on value-added strategies to optimize U100 business with intermediaries and customers.
Help increase revenue growth from in-force customers and renewals.
Analyze small-business metrics to identify trends, patterns, and insights that inform business decisions.
Generate reports, dashboards, and visualizations on the performance and needs of brokers, General Agents, and SMB clients, and communicate findings to stakeholders and leadership.
Assess SBS/U100 processes and workflows and recommend and implement improvements to efficiency and effectiveness.
Collaborate with Account Executives, underwriting, operations, and other cross-functional teams to align analysis with SBS/U100 goals.
Lead or support projects to improve U100/SBS, ensuring timely delivery and adherence to quality standards.
Use software and tools to streamline SBS/U100 processes and improve accuracy.
Identify and resolve issues affecting SBS/U100 through strategic thinking and innovative solutions.
Support sales preparation and positioning, including contract evaluation, financial analysis, and addressing competition.
Support renewal preparation and positioning, including cycle management, data gathering, plan changes, and adding or bundling coverage in offers.
Review reports, conduct analysis, and correct errors caused by failed process rules, data requirements, or file layouts; work with customers and partners when data protocols or processes need to change.

Benefits

Medical, prescription drug, vision, and dental insurance.
No-cost short- and long-term disability coverage.
Company-paid life insurance.
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 and digital mental health programs.
Parental leave.
Paid time off.
Paid holidays.
Volunteer time off.
Tuition assistance.
Potential eligibility for incentive compensation under the sales plan, subject to applicable plan terms.