Job Description
Note: The job is a remote job and is open to candidates in USA. MetLife is one of the world’s leading financial services companies, providing insurance, annuities, employee benefits, and asset management. The Small Business Analyst will partner with the sales team to enhance small business operations through analysis, strategic support, and the implementation of solutions tailored to brokers and small businesses.
Responsibilities
- 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
- 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
- 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
- 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
Skills
- 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
- BA/BS degree in Business Analytics, Finance, Marketing, or related field
- Experience using Copilot to identify sales opportunities
- Insurance industry experience highly preferred
Benefits
- Comprehensive health plan that includes medical/prescription drug and vision
- Dental insurance
- No-cost short- and long-term disability
- Company-paid life insurance
- Legal services
- A 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
- Volunteer time off
- Tuition assistance
Company Overview
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