Account Manager

MetLife, Inc.; San Francisco (CA); On-site; USD 90,000 - 101,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) with employer matching

Paid time off

Paid holidays

Volunteer time off

Tuition assistance

Job summary

MetLife, Inc. in San Francisco, CA is seeking an Account Manager to serve as the single point of contact for Brokers and support sales partners with pre- and post-sale activities.

The role focuses on managing a book of business, building broker relationships, and driving renewals and growth within a 2–5K lives portfolio. The position requires 3+ years in account management or customer service, strong data analysis and communication skills, and completion of Life and Accident & Health licenses

Qualifications

• 3+ years’ related experience, such as account management or customer service working in a fast paced, complex environment managing both internal and external stakeholders.
• Proactive customer focused mindset with strong focus on customer satisfaction and obtaining results with proven ability in building relationships both internally and externally with people at all levels of the organization.
• Ability to analyze data to influence and execute on renewal decisions and proficient computer navigation skills and ability to work in multiple systems simultaneously (Microsoft suite, different company platforms).
• Excellent presentation, oral and written communication, critical-thinking, and problem-solving skills to deliver client-focused solutions along with attention to detail and a strong commitment to meeting metrics.
• High School Diploma or equivalent.
• Must obtain required Life and Accident & Health State Licenses within the first 3 months of employment.

Responsibilities

• Manage and grow an assigned book of business (2–5K lives) by serving as the single point of accountability for broker and client service delivery, issue resolution, escalations, compliance, BOR changes, and overall customer satisfaction.
• Build and maintain strong broker and client relationships through consultative engagement, in‑person and virtual meetings, stewardship, renewals, finalist presentations, and implementation support in partnership with Account Executives, Client Service Consultants, and Underwriting.
• Coordinate cross‑functional delivery and execution by leading regular internal partner calls, ensuring service commitments are met, and aligning stakeholders to support renewals, profitability, persistency, and client needs.
• Drive growth and retention initiatives by identifying cross‑sell, re‑enrollment, and plan change opportunities; executing targeted marketing and education campaigns; and staying informed of customer business changes (e.g., acquisitions, layoffs, budget impacts).
• Track, analyze, and present performance insights by monitoring service results, developing recommendations for improvement, presenting outcomes at broker stewardship meetings, and maintaining accurate account documentation and plans in Salesforce.

Skills

Account management

Customer service

Data analysis

Communication

Microsoft Office

Education

High School Diploma or equivalent

Bachelor’s degree in related field

Tools

Salesforce

Job description

Join the nation’s largest non-medical carrier of group insurance, where your work will impact over 55,000 customers and cover more than 50 million employees and family members. As part of MetLife’s Group Benefits team, you’ll deliver innovative benefits solutions - life, disability, dental, vision, and voluntary benefits - tailored to today’s employers and workforces. Collaborate with customers, brokers, and partners to expand our offerings and reimagine digital experiences. Join us and be part of an organization committed to supporting customers when they need us most.

The Opportunity

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 support our sales partners with internal and external pre- and post-sale activities associated with the acquisition of new business and maintaining existing customer relationships.

Key Responsibilities

• Manage and grow an assigned book of business (2–5K lives) by serving as the single point of accountability for broker and client service delivery, issue resolution, escalations, compliance, BOR changes, and overall customer satisfaction.
• Build and maintain strong broker and client relationships through consultative engagement, in‑person and virtual meetings, stewardship, renewals, finalist presentations, and implementation support in partnership with Account Executives, Client Service Consultants, and Underwriting.
• Coordinate cross‑functional delivery and execution by leading regular internal partner calls, ensuring service commitments are met, and aligning stakeholders to support renewals, profitability, persistency, and client needs.
• Drive growth and retention initiatives by identifying cross‑sell, re‑enrollment, and plan change opportunities; executing targeted marketing and education campaigns; and staying informed of customer business changes (e.g., acquisitions, layoffs, budget impacts).
• Track, analyze, and present performance insights by monitoring service results, developing recommendations for improvement, presenting outcomes at broker stewardship meetings, and maintaining accurate account documentation and plans in Salesforce.

Required Qualifications

• 3+ years’ related experience, such as account management or customer service working in a fast paced, complex environment managing both internal and external stakeholders.
• Proactive customer focused mindset with strong focus on customer satisfaction and obtaining results with proven ability in building relationships both internally and externally with people at all levels of the organization.
• Ability to analyze data to influence and execute on renewal decisions and proficient computer navigation skills and ability to work in multiple systems simultaneously (Microsoft suite, different company platforms).
• Excellent presentation, oral and written communication, critical-thinking, and problem-solving skills to deliver client-focused solutions along with attention to detail and a strong commitment to meeting metrics.
• High School Diploma or equivalent.
• Must obtain required Life and Accident & Health State Licenses within the first 3 months of employment.

Preferred Qualifications

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

The expected salary range for this position is $90,000 - $101,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. 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.

• medical/prescription drug and vision
• dental insurance
• no-cost short- and long-term disability
• company-paid life insurance and legal services
• retirement pension funded entirely by MetLife
• 401(k) with employer matching
• group discounts on voluntary insurance products including auto and home
• pet
• critical illness
• hospital indemnity
• accident insurance
• Employee Assistance Program (EAP)
• digital mental health programs
• parental leave
• paid time off
• paid holidays
• volunteer time off
• tuition assistance
• much more

About MetLife

Recognizedon Fortune magazine's list of the "World's Most Admired Companies",Fortune World’s 25 Best Workplaces™, as well as the Fortune 100 Best Companiesto Work For®, MetLife, through its subsidiaries and affiliates, is one of theworld’s leading financial services companies; providing insurance, annuities,employee benefits and asset management to individual and institutionalcustomers.

As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We’re looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long‑term value.

Our purposeis simple - to help our colleagues, customers, communities, and the world atlarge create a more confident future. United by purpose and guided by our corevalues - Win Together, Do the Right Thing, Deliver Impact Over Activity, andThink Ahead - we’re inspired to transform the next century in financialservices. 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 [e-mail]. 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.

This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.