Benefits Account Manager - Growth & Retention

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

Benefits offered by this job

Life insurance

401(k) with employer matching

Disability insurance

Stock-based incentives

Job summary

MetLife in San Francisco, CA, seeks an Account Manager to serve as the single point of contact for Brokers and clients, delivering service, renewal, and growth initiatives. You will collaborate with Account Executives, Client Service Consultants, and Underwriting to ensure satisfaction and retention.

The role emphasizes cross-functional coordination, data-driven renewal decisions, and proactive relationship management across specified market segments.

Qualifications

• 3+ years’ related experience in account management or customer service in a fast paced, complex environment.
• Proactive customer focused mindset with strong focus on customer satisfaction and obtaining results.
• Ability to analyze data to influence renewal decisions and proficient in navigating multiple systems including Microsoft suite.
• Excellent presentation, oral and written communication, critical-thinking, and problem-solving skills to deliver client-focused solutions with attention to detail.
• High School Diploma or equivalent.
• Must obtain 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) 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 with Account Executives, Client Service Consultants, and Underwriting.
• Coordinate cross-functional delivery by leading regular internal partner calls, ensuring service commitments are met, and aligning stakeholders to support renewals and client needs.
• Drive growth and retention by identifying cross-sell, re-enrollment, and plan change opportunities; executing targeted marketing and education campaigns; staying informed of customer business changes.
• Track, analyze, and present performance insights by monitoring service results, developing recommendations for improvement, presenting outcomes at broker stewardship meetings, and maintaining account documentation in Salesforce.

Skills

Customer focus

Relationship building

Data analysis

Presentation skills

Communication skills

Critical thinking

Problem solving

Education

High School Diploma or equivalent

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

MetLife in San Francisco, CA, seeks an Account Manager to serve as the single point of contact for Brokers and clients, delivering service, renewal, and growth initiatives. You will collaborate with Account Executives, Client Service Consultants, and Underwriting to ensure satisfaction and retention.

The role emphasizes cross-functional coordination, data-driven renewal decisions, and proactive relationship management across specified market segments.