Crm administrator serp_jobs.h1.location_city

Location : Virtual within commutable distance to Tampa FL, Atlanta GA, and Charlotte NC

Role Value Proposition

Responsible for day-to-day transaction processing for MetLife Stable Value IPG and Capital Markets Investment Products. This position is responsible for establishing and maintaining positive and professional relationships with clients and business partners by administering a portfolio of contracts to ensure timeliness of transaction processing, transaction reporting, statement issuance, and escalation resolution

Key Responsibilities

Under general supervision, perform day to day transaction processing (deposits, withdrawals, and transfers) in one business day, including :

Read, interpret, and determine the requested transaction of a newly arrived client trade sheet

Perform peer review for accuracy of previous day transactions on the pensions accounting system and report errors and solutions to the original processor

Update financial, administrative and imaging systems with transaction information and related documentation

Review Schedule A and C client reports for accuracy prior to automated annual mailing based on clients' contract plan year

Investigate discrepancies between schedule A and records in the financial management system, and perform recounts or manual processing as needed

Resolve internal and external client escalations within one business day and determine best course of action based on received reports of a client escalation

Fully implement new contracts by the time funds are deposited, including setup of client web access to online statements and automated delivery of schedule A and C, provision of all necessary process instructions to the client, and initial deposit processing

Ensure online client access to monthly fund balance statements; obtain and verify client access information and grant client access to online statements

Foster good client relations with internal and external business partners

Essential Business Experience and Technical Skills

Required :

2-5+ years of relevant experience

Verbal and written communication skills

Accuracy / Attention to detail

Problem-solving and analytical skills with the ability to manage multiple priorities and multiple tasks simultaneously

Skilled at working independently and as a team

Able to build and maintain positive working relationships with associates, brokers, and customers

Proficient use of Microsoft Office tools (Excel, Word, Outlook, etc.) and the ability to proficiently learn and use core systems

Able to review lengthy trade documents, ensure their accuracy and validity, and extract pertinent information

Preferred :

Financial or insurance industry experience

4-year college degree

Knowledge of A&I Operations : Can identify the major A&I product categories and the major activities of the operations and administrative support process and understands basic principles, processes, and terminology of the A&I business

At MetLife, we're leading the global transformation of an industry we've long defined. United in purpose, diverse in perspective, we're dedicated to making a difference in the lives of our customers.

Equal Employment Opportunity / Disability / Veterans

If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.

MetLife maintains a drug-free workplace.