Business Procedures Specialist

Location(s)

• Posting Location: Aurora, Illinois
• Posting Location: Dallas, Texas
• Posting Location: Columbia, Maryland
• Posting Location: Houston, Texas
• Posting Location: Tampa, Florida
• Posting Location: Philadelphia, Pennsylvania
• Posting Location: Kansas City, Missouri
• Posting Location: Charlotte, North Carolina
• Posting Location: Cary, North Carolina
• Posting Location: St Louis, Missouri

Country

United States

Working Schedule

Full-Time

Work Arrangement

Hybrid

Travel Required

10%

Relocation Assistance Available

No

Posted Date

09-Aug-2024

Job ID

3760

Description and Requirements

Role Value Proposition

The Onsite Business Analyst is responsible for coordinating the education of the employees of Institutional Business customers on their MetLife benefit offerings. Activities involve planning and executing onsite events that support the full range of Institutional Business products. These onsite events may be benefit fairs, group informational meetings, Web casts or one-on-one discussions. The incumbent works directly with internal partners from various areas and product lines as well as with brokers, external customers, external benefits advisors and vendors in order to facilitate the onsite education process. 

Key Responsibilities

• Work with first-sale team (pre-sale and post-sale) to understand customer needs regarding educational meetings and benefit fairs. Interface with customer, sales and/or broker to clarify meeting requirements, including meeting methodology, timeline and communication plan.
• Triage Met Express/MetManaged event requests in order to facilitate ‘once and done’ process
• Understand and support Onsite Services guidelines and apply sound business judgment in situations that are outside of guidelines
• Select appropriate onsite resources for educational meetings and benefit fairs based on products, industry, geography, case demographics and costs.
• Train resources (i.e., internal sales and service associates, external benefits advisors, etc.) on products and processes to prepare them for onsite events.
• Manage Met Express block of business following established guidelines and procedures
• Increase overall Onsite awareness, knowledge of Onsite processes and system capabilities by proactively educating partners.
• Ensure appropriate and accurate materials (e.g., product communications, promotional items, etc.) are provided to customers and onsite resources.
• Troubleshoot as necessary with customer and onsite resources to ensure a smooth event, addressing and resolving any issues that arise.
• Create educational presentations using Power Point for various MetLife products and internal processes.
• Create various excel documents to track cancelled events, submit onsite requests, manage event scheduling, and other reports as needed.
• Provide feedback on process and technology related to onsite events.
• Assist with special projects and other tasks as requested by management.

Essential Business Experience and Technical Skills 

Required:

• 2+ years of relevant experience
• Experience working in Microsoft Office, including Outlook, Excel, and Word
• Strong data entry skills
• Excellent communication skills, both verbal and written
• Ability to work independently and multi-task multiple priorities
• Attention to detail

Benefits We Offer

Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!

About MetLife

Recognized on Fortune magazine’s list of the 2023 “World’s Most Admired Companies” as well as the 2023 Fortune 100 Best Companies to Work For ®, MetLife, through its subsidiaries and affiliates, is one of the world’s leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.

Our purpose is simple – to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we’re inspired to transform the next century in financial services. At MetLife, it’s #AllTogetherPossible. Join us!

Equal Employment Opportunity/Disability/Veterans

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

MetLife maintains a drug-free workplace.

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