The Associate retrieves documents, reviews notes and checklists, updates group information, checks submissions for completeness, and manages email communications related to new business cases.
Description and Requirements
Retrieval of Sold_Case doc from Workdesk/BIZFLOW. Review UW Notes in Workdesk (Notes Tab). Retrieve Process Checklist from SM Knowledge Center (Online Module). If PPO Dental, order Dental Cards via Kit Track (web-based) Update Group Information and Class Structure in Structure Portlet & SoldCase. Review all submission documents/tabs for missing information. Review all downstream applications for accuracy. Send emails via email templates. Complete New Business case in Workdesk
9.
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™ for 2024, 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.
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 empathy, we're inspired to transform the next century in financial services.
At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid
9.
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies" and Fortune World's 25 Best Workplaces™ for 2024, 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.
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 empathy, we're inspired to transform the next century in financial services.
At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid
Top Skills
Bizflow
Kit Track
Sm Knowledge Center
Workdesk
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