Execute new-group customer setup and verification across MetLife systems: confirm eligibility data, generate policies and certificates, activate billing and MetLink/MyBenefit access, post initial premium (not collect), request shipping and welcome call, and complete case for ongoing service.
Description and Requirements
The process consists of responsibilities currently performed by the Implementation Specialist (IS) when installing a new group customer within MetLife systems. The role consists of a verification and confirmation that all MetLife systems and group customer eligibility information has been properly loaded and the group customer is in a claim-ready status. The key duties consist of the generation of a certificates and group insurance policy, establishing the group customer in the MetLife U.S. Affiliate billing system, the setup of MetLink and MyBenefit and the posting (not collection) of the initial premium check. Once the set up and verification process is complete, a request to send the group customer their MetLife U.S. Affiliate certificate and group insurance policy is initiated, the case is completed and activated, and the group customer is then ready for on-going service. Due to the nature of the business, there is a seasonal volume spike during the months of October to February.
Job Responsibilities
1. Essential Functions
New Business Installation executives are responsible for:
Retrieval of Sold_Case doc from WorkDesk/BIZFLOW. Review of case to determine case size. Confirm that MetLife systems and eligibility are loaded. Generate MetLife group insurance policies/certificates. Process First Bill audit and reconcile billing system if required. Initiate MetLink access. Activate New Business/Add coverage case in billing system. Request for shipping of group insurance policy and certificate. Create Welcome Call Request for the Account Specialist.
10. Complete New Business case.
Primary Internal Interactions
• AM for the purpose of reporting performance, clarifying concerns, and seeking feedback and support.
• Manager for the purpose of settling issues left unresolved by the AM and monthly evaluation of performance.
• Quality Compliance Analyst (QCA) for the purpose of feedback and audit.
• Trainers for the purpose of process training.
• Associates for handling day-to-day execution of transactions and process activities with respect to the process.
Primary External Interactions
External interactions is required
Education, Technical Skills & Other Critical Requirement
Education
Bachelor's degree (Any Stream) with a minimum of 15 years of education.
Experience
(In Years)
Professional from the Operations with at least 0-2 years of working experience
Technical Skills
Process Specific Skills
• Problem Solving/Analytical Ability.
Soft skills (Mandatory / Desired)
• Excellent English comprehension and written skills
• Demonstrated flexibility as per process requirement
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™, 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.
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 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 our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid
The process consists of responsibilities currently performed by the Implementation Specialist (IS) when installing a new group customer within MetLife systems. The role consists of a verification and confirmation that all MetLife systems and group customer eligibility information has been properly loaded and the group customer is in a claim-ready status. The key duties consist of the generation of a certificates and group insurance policy, establishing the group customer in the MetLife U.S. Affiliate billing system, the setup of MetLink and MyBenefit and the posting (not collection) of the initial premium check. Once the set up and verification process is complete, a request to send the group customer their MetLife U.S. Affiliate certificate and group insurance policy is initiated, the case is completed and activated, and the group customer is then ready for on-going service. Due to the nature of the business, there is a seasonal volume spike during the months of October to February.
Job Responsibilities
1. Essential Functions
New Business Installation executives are responsible for:
10. Complete New Business case.
Primary Internal Interactions
• AM for the purpose of reporting performance, clarifying concerns, and seeking feedback and support.
• Manager for the purpose of settling issues left unresolved by the AM and monthly evaluation of performance.
• Quality Compliance Analyst (QCA) for the purpose of feedback and audit.
• Trainers for the purpose of process training.
• Associates for handling day-to-day execution of transactions and process activities with respect to the process.
Primary External Interactions
External interactions is required
Education, Technical Skills & Other Critical Requirement
Education
Bachelor's degree (Any Stream) with a minimum of 15 years of education.
Experience
(In Years)
Professional from the Operations with at least 0-2 years of working experience
Technical Skills
- Good computer navigation skills
- Good knowledge of complete MS Office suite
Process Specific Skills
- Knowledge about the Insurance industry in US
- Knowledge about US Culture
- Knowledge of Insurance principles
• Problem Solving/Analytical Ability.
- Judgment and Decision Making
Soft skills (Mandatory / Desired)
• Excellent English comprehension and written skills
• Demonstrated flexibility as per process requirement
- Proficient in e-mail management
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™, 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.
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 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 our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid
MetLife Mahārāshtra, IND Office
MetLife Pune, IN Office
EON West LP-II, 2nd & 3rd Floor, Tower D, S.no. 106(P), 107(P), 108(P)/1, Maharashtra, India, 411057
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