Account Specialist

A day in the life of an Account Specialist at MetLife Legal Plans:

The Account Specialist administers most aspects of our relationship with existing and new corporate sponsors. This includes internal/external system set-ups, contracts, enrollment files, payments, renewals and communications for groups under 5,000 benefit eligible employees. 

Responsibilities (Essential Duties and Responsibilities):

• Support overall business relationship for up to 150 group customers
• Manage new account implementation as required
• Implement 2nd sale strategies to increase enrollment
• Serve as a liaison between the business and strategic partners
• Create effective presentations and proposals
• Conduct meetings and presentations with new and existing partnerships
• Respond to requests for marketing materials
• Responsible for internal/external system set-up relating to account maintenance
• Analyze performance metrics to determine upgrades in plan coverages and rates
• Ensure contracts/renewals received and communicated prior to effective date
• Responsible for creating and negotiating renewal strategies to include plan design and rate structure to support customer growth and retention.
• Ensure receipt of timely and accurate enrollment files and payments
• Partner with the Account Receivable Specialists to manage all aspects of revenue collection
• Cultivate and/or maintain relationships with customer, broker, MetLife and other external partners
• Support the management team with various day-to-day tasks
• Compile and present plan utilization reports to external partners 
• Respond to internal/external communications 
• Maintain internal CRM system with accurate customer data
• Verify broker of record to support commission payments
• Manage non-traditional business opportunities such as consolidated customer blocks and affinity groups
• Develop and support communication strategies
• Support all aspects of customer open enrollment activities
• Assist new team members with job training
• Attend training sessions to develop new skills
• Occasional travel to attend benefit fairs, stewardship meetings and customer visits
• Will perform all other duties as assigned

Minimum Qualifications (Knowledge, skills, and abilities required):

• Ability to multitask and work with a sense of urgency while maintaining attention to detail
• Detail-oriented and well-organized, with the ability to effectively manage a high-volume workload
• Self-motivated with the ability to take initiative and work independently
• Ability to communicate effectively, both verbally and in written correspondence
• Ability to interact effectively with team members at all levels of the organization
• Ability to interact effectively with external partners and clients over the phone
• Ability to travel as needed for client meetings

What’ll Make You Special (Preferred knowledge, skills, and abilities):

• Previous experience in Account Management
• Bachelor's degree from an accredited university
• Previous experience with a CRM (Salesforce preferred) 
• Knowledge of legal industry or business
• Strong presentation skills
• Understanding of customer relationship management databases
• Proficiency with Microsoft Office products including Word, Excel, PowerPoint, Teams & Copilot 

Travel: This position may require about 5% travel. 

Who We Are:

MetLife Legal Plans is the country's largest provider of legal voluntary benefits. We have more than 40 years of experience in employee legal services and are committed to providing excellent care to our plan members, sponsors and 18,000+ attorneys.

We are trusted by nearly 7 million families and more than 200 Fortune 500 companies who offer our service as an employee benefit.

It’s an exciting time to join our team. We are growing quickly and have a bold vision for our future as we evolve our company to dream bigger, move faster, and use creativity and technology to build products people love.

MLP's Core 4:

• Put customers first
• Be the Best
• Make things easier
• Succeed together

Anticipated application close date is 9/25. This job was posted on 9/15 and is expected to close within 10 days from the posting date. 

Benefits snapshot. 

Note: This job description in no way states or implies that these are the only duties to be performed by the associate in this position. Associates will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent will possess the skills, aptitude and ability to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

MetLife Legal Plans is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law (“protected characteristics”).

If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.