Account Specialist

Job Description

Job Description

MetLife Legal Plans is currently hiring an Account Specialist for our growing Business Growth & Retention department.

This is a hybrid position with roughly two days per week in our Cleveland, OH office and three days a week remote.

This individual will report directly into our Manager of National Accounts.

A day in the life of a National Account Specialist at MetLife Legal Plans:

The Account Specialist administers most aspects of our relationship with existing and new corporate sponsors. This includes internal/external system set-ups, contracts, enrollment files, payments, renewals and communications for groups over 5,000 benefit eligible employees.

Responsibilities (Essential Duties and Responsibilities):

• Manage and grow relationships for a portfolio of up to 150 group customers.
• Lead new account implementations and support ongoing account maintenance.
• Develop and execute enrollment, renewal, and retention strategies to drive customer growth.
• Serve as the primary liaison between customers, brokers, strategic partners, and internal teams.
• Conduct customer meetings, presentations, and stewardship discussions.
• Create proposals, presentations, communication plans, and marketing support materials.
• Analyze account performance and utilization data to identify coverage, rate, and plan design opportunities.
• Coordinate contracts, renewals, enrollment files, payments, and revenue collection activities.
• Maintain accurate customer data, system setup, and CRM records.
• Support open enrollment activities and ensure a seamless customer experience.
• Manage specialized business opportunities, including affinity groups and consolidated customer blocks.
• Provide team support through training, skill development, customer visits, and other assigned responsibilities.

Minimum Qualifications (Knowledge, skills, and abilities required):

• Bachelor's Degree from an accredited University.
• 3+ years of experience in an account management or similar role.
• Experience working with a CRM, Salesforce preferred.
• Detail-oriented and well-organized, with the ability to effectively manage a high-volume workload
• Self-motivated with the ability to take initiative and work independently
• Ability to communicate effectively, both verbally and in written correspondence
• Ability to interact effectively with team members at all levels of the organization
• Ability to interact effectively with external partners and clients over the phone
• Ability to travel as needed for client meetings

What’ll Make You Special (Preferred knowledge, skills, and abilities):

• Knowledge of legal industry or business
• Strong presentation skills
• Understanding of customer relationship management databases
• Proficiency with HCL Notes and Microsoft Office products including Excel and PowerPoint

Travel: This position requires up to 25% travel.

Who We Are:

MetLife Legal Plans is the country's largest provider of legal voluntary benefits. We have more than 40 years of experience in employee legal services and are committed to providing excellent care to our plan members, sponsors and 18,000+ attorneys.

We are trusted by nearly 7 million families and more than 200 Fortune 500 companies who offer our service as an employee benefit.

It’s an exciting time to join our team. We are growing quickly and have a bold vision for our future as we evolve our company to dream bigger, move faster, and use creativity and technology to build products people love.

MLP's Core 4:

• Put customers first
• Be the Best
• Make things easier
• Succeed together

Note: This job description in no way states or implies that these are the only duties to be performed by the associate in this position. Associates will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent will possess the skills, aptitude and ability to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at-will” relationship.

MetLife Legal Plans 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 View email address on ziprecruiter.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.