Description and Requirements
Position Summary
Position responsible for registering Request for Proposals (RFP). The process consists of responsibilities currently performed by the Underwriting Associates and New Business Coordinators when registering (logging/assigning) RFP's from the brokerage community within MetLife U.S. Affiliate systems. The associate will be required to perform daily operations functions.
Job Responsibilities
Essential Functions
- Determine if basic required information is provided within the Request for Proposal (RFP)
- Register cases in the intake system (Salesforce.com)
- Upload various documents into the intake system (Salesforce.com/ Livelink)
- Manually key data into Excel spreadsheets
- Create and distribute standard "Decline to Quote" letters to Sales Reps within iMPAQS
- Forward emails to on-shore escalation team that have missing information
- Any other essential function that may occur from time to time as directed by the Supervisor
Knowledge, Skills and Abilities
Process Specific Skills
- Knowledge about the Insurance industry in US
- Knowledge about US Culture
Education
- Graduates or Diploma holders with at least 15 years of education
Experience
- 0 to 1 year of experience in insurance industry is required
Knowledge and skills (general and technical)
- Good Computer navigation skills
- Good keyboarding speed (Greater than 35 words per min)
- Excellent listening, oral and written communication skills
- Ability to escalate issues, if required
- Proven customer service skills
- Excellent analytical and research skills
- Accounting/math problem solving skills
- Well organized and flexible with a sense of urgency approach
- Team work/ Managing Self / Adaptability
- Ability to work successfully in production/metrics driven environment
- Adaptability to change
- Strong understanding of systems
- Ability to handle feedback and be open to continuous process improvements
- Strong English skills that allow for reading, understanding and subsequent interpretation of the data
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™ for 2024, 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!
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