Description and Requirements
The Role
The Small Business Analyst/Specialist partners with the assigned sales team to drive growth in the Under 100 markets, supporting Small Business Solutions (SBS) and broader U100 initiatives. This role serves as a U100 market specialist, enhancing small business operations through comprehensive analysis, strategic support, and the implementation of advanced solutions tailored to brokers, GAs, and SMBs.
This position reports to the Region Director and works closely with Account Executives in the U100 segment.
The role is located in the Philadelphia PA or NYC area.
Key Responsibilities
Sales Support & Execution
- Assist the sales team in developing expertise in U100 and SBS platforms.
- Conduct training to increase knowledge of MetLife's U100 and SBS offerings.
- Advise sales partners on value-added strategies that optimize U100 business with intermediaries and customers.
- Support growth efforts to increase revenue from in-force customers and renewals.
Data, Reporting & Insights
- Conduct detailed analyses on small business metrics to identify trends and provide actionable insights.
- Generate reports, dashboards, and visualizations that highlight broker, GA, and SMB client performance and needs.
- Communicate findings clearly to key stakeholders and leadership.
Operational Excellence
- Assess SBS/U100 workflows and recommend improvements for efficiency and accuracy.
- Correct errors related to failed process rules, data requirements, or file layouts in partnership with internal and external teams.
- Lead or support key projects that enhance SBS/U100 capabilities.
- Leverage advanced tools and technology to streamline processes and improve precision.
Collaboration & Support
- Partner with cross-functional teams including AE, underwriting, and operations to align analysis and strategy with U100 goals.
- Prepare for sales opportunities through contract evaluation, financial analysis, and competitive positioning.
- Support renewal cycles through data gathering, plan change evaluation, bundling recommendations, and offer positioning.
- Execute required productivity tasks and contribute to continuous professional growth.
- Perform additional responsibilities as assigned.
What You Need To Succeed (Required Experience)
- 1-5+ years in business, sales, analytics, or related fields or Sales Academy Graduate
- 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.
- Ability to obtain a Life, Accident & Health license within 90 days; must maintain licensing and continuing education.
What Can Give You An Edge (Preferred Experience)
- BA/BS degree in Business Analytics, Finance, Marketing, or related field.
- Experience using Copilot to identify sales opportunities.
- Insurance industry experience highly preferred
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 make a difference in the lives of our customers.
The expected salary range for this position is $55,000. This role may also be eligible for incentive compensation under the sales plan for the position. All incentives and benefits are subject to the applicable plan terms.
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, paid time off, paid holidays, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces™, as well as the 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 our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife 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 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.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities.
$55,000
