Annuity Plan Services Representative IV
MetLife - Charlotte, NC

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Job Location

Charlotte, NC

Job Description

Annuity Operations associate responsible for processing of Plan Level Transactions, Plan Audit fulfillment, Full Service Plan administration, SPARK File management, and Plan Level database maintenance

Functional Responsibilities:
Process Plan Level transactions including Plan Terminations on Annuity Operations Plans

Fulfill Plan Audit Requests, including Schedule A & C information

Process Full Service Plan Billing

Maintain various Plan Services databases

Direct Communication both written and verbal with Plan Sponsors, TPAs, Advisors, Consultants, and participants.

Complete ad-hoc report requests. (Experience with SAS report request tool or similar applications a plus.)

Performs other duties as assigned.

Supervisory Responsibilities: None. May provide guidance to other members.

Position Requirements:
3-5 years of related work experience.

Bachelor’s degree in related field or equivalent experience.

FINRA Series 6 required.

Competencies: communicated effectively, focuses on customer, organizational skills, demonstrated technical and functional expertise, detail oriented and uses sound business judgment.

Business Category

Americas Region

Job Category
Financial Services

Salary Grade

28

Number of Openings

6

Equal Employment Opportunity
MetLife is proud to be an equal opportunity/affirmative action employer. We are committed to attracting, retaining and maximizing the performance of a diverse and inclusive workforce.

How To Apply
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