Account Manager

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Role Value Proposition:

• Account Managers are a key role in the Regional Business service delivery model. The role is a single point of contact for Brokers and provides key support functions across our different Regional Market customer segments, as well as supports our sales partners with internal and external pre- and post‑sale activities associated with the acquisition of new business and in maintaining existing customer relationships.

• Directly aligned to assigned distributions’ book of business for 2‑5K lives.
• Accountable for building and maintaining strong relationships with broker account teams and clients to ensure satisfaction and loyalty.
• Facilitate weekly calls with internal partners who share common broker/customer relationships to ensure deliverables are met.
• Serve as the single point of contact for broker service‑related customer inquiries and escalations, and work with internal partners to meet expectations and resolve all concerns—including experience reports and broker commissions.
• Identify opportunities to cross‑sell additional products and re‑enrollment opportunities to increase participation/revenue, in collaboration with Account Executive and Underwriting.
• Lead and coordinate customer and broker‑facing meetings—either in person or virtually—including stewardship and renewals in partnership with Account Executive and Client Service Consultant.
• Track the performance of services provided, analyze results, and provide insights and recommendations for improvement. Present results, along with other members of the Met Life account team, at Broker Stewardship.
• Actively participate in finalist meetings for prospective customers and implementation meetings, as needed.
• Demonstrate strong customer‑specific product knowledge and provide consultative assistance regarding potential plan changes to customer benefit plans, while staying informed of specific customer activities (acquisitions, divestitures, layoffs, budget challenges, etc.).
• Responsible for book‑of‑business renewal oversight and persistency and profitability outcomes, in coordination with Account Executive and Underwriter.
• Develop and execute targeted marketing and education campaigns showcasing expertise, demonstrating value, and keeping clients engaged.
• Maintain accurate customer information, references, and account plans in , in collaboration with Client Service Consultant.
• Ensure timely submission and validation of Broker of Record (BOR) changes.
• Ensure all compliance requirements are met.

• 3+ years of related experience, such as account management or customer service in a fast‑paced, complex environment.
• Strong group‑benefits product knowledge and knowledge of plan designs, benefit features, and how claims are paid.
• Proactive, customer‑focused mindset with a strong focus on customer satisfaction and achieving results.
• Proven ability to build relationships both internally and externally with people at all levels of the organization.
• Ability to analyze data to influence and execute on renewal decisions.
• Excellent presentation skills and oral and written communication skills with ability to lead team meetings.
• Attention to detail with critical thinking and problem‑solving skills to deliver client‑focused solutions.
• Strong commitment to meeting metrics.
• Proficient computer navigation skills and ability to work in multiple systems simultaneously (Microsoft suite, different company platforms).
• Proficient experience using Salesforce.
• High School diploma.
• Must already hold or be able to obtain State Life, Accident and Health license within 90 days of hire.
• Regular travel in local market (estimated 20‑25%).

• Bachelor’s degree in related field.
• 5+ years of related account management or customer service experience in the insurance industry.
• Strong understanding of industry marketplace and legal developments.

The expected salary range for this position is $75,000 ­– $85,000. This role may also be eligible for incentive compensation under the sales plan for the position. All incentives and benefits are subject to the…