Policy Change Specialist III - Virtual

Full Time
Remo, VA
Posted
Job description

Location: Virtual, with accessibility to the follwing office: US-IA-West Des Moines, US-FL- Tampa, or US-RI- Warwick


Role Value Proposition
:

Responsible for promptly and accurately servicing client and agent Post Issue Annuity requests using a host of administrative systems. Required to research simple to complex scenarios and handle escalated situations utilizing various resources to access a situation and determine appropriate course of action. Act as a liaison between Annuity Operations, agents and clients, handling corrections through the core process units and communicating the resolution to customers verbally and/or in writing. They are responsible for drafting correspondence regarding contract history and corrections that have been processed. In many cases, the Rep 3 is a resource for other associates in Annuity Operations. To conduct themselves in a professional manner when interacting with MetLife customers, agents and co-workers.


Key Responsibilities:

  • Navigate systems to perform job duties with little assistance.
  • Process service requests and/or submit corrections to be processed by core processing units
  • Communicate clear resolution and expectations to internal and external customers verbally & in writing and thoroughly documents policy files of interaction with client.
  • Pro-Active customer centricity focus
  • Possess knowledge of tax markets and tax reporting withholding requirements for this business block
  • Takes initiative to learn and understand contractual and procedural requirements
  • Complies with regulatory requirements in prioritizing and completing work assignments
  • Manages multiple tasks, & deadlines and responses promptly & calmly to changing events and situations.
  • Identifies root causes and trends
  • Willingness to improve existing skills and learn new skills across franchises and business units to effectively balance workload
  • Special projects determined as needed


Essential Business Experience and Technical Skills:


Required:

  • Virtual roles predominately work from a home office with periodic visits to the assigned GCSO office as needed for team events, meetings, training, business continuity, etc.
  • High School diploma
  • 3 or more years of customer service experience
  • Strong phone, customer service and communication skills
  • Problem solving skills
  • Organizational skills
  • Ability to work well with deadlines and escalated service requests.
  • Work within required quality and performance guidelines.


Preferred:

  • New hires should live a commutable distance from the site the role is posted in.
  • Bachelor degree preferred
  • 2 or more years of annuity experience preferred
  • MS Office software
  • FINRA Series 6
  • Process Improvement practices
  • Strong knowledge of MetLife products, procedures and processes.


At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.


MetLife:


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 help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $642.4 billion of total assets under management as of March 31, 2021. We are ranked #46 on the Fortune 500 list for 2021. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine’s 2021 list of the “World’s Most Admired Companies.”


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife. For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.


MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.


MetLife maintains a drug-free workplace.

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