Policy Change Specialist III

Role Value Proposition:

Global Operations (Global Ops) focuses on creating positive experiences for MetLife customers and helping the company make the best use of its global resources. We're looking for unique talent with fresh perspectives that can propel innovation. This role performs duties related to life insurance policy changes, exchanges, and conversions. Processes applications, updates data in systems, and/or provides general clerical and administrative support.

Key Responsibilities:

  • Reviews requests for complex or specialized policy changes, gathers data from various computer systems, and organizes background data to support the change.
  • Processes all contractual changes and term conversions within terms of service level agreements.
  • Determines whether requested changes meet company underwriting guidelines.
  • Follows procedures to process first-level transactions (adds/cancels, conversions, partial conversions, withdrawals, etc.) and second level-transactions (Business Exchange Applications, substitution of insureds, changes, corrections, increases, splits, paid ups, reductions, quotes, etc.).
  • Performs all related accounting transactions, including clearing money from suspense accounts.
  • Generates reports to verify change transactions have been processed correctly.
  • Serves as primary contact for advisors and answers technical questions related to policy changes.
  • Corresponds with advisor, external insurance carriers, and other departments regarding pending cases.
  • Acts in lead capacity by providing direction on workflow and procedures; monitors work of other associates and provides back-up coverage.
  • Performs other related duties as assigned or required.

Essential Business Experience and Technical Skills:

  • 2+ years of related work experience
  • Basic knowledge of Excel
  • Strong written and verbal communication skills
  • High School Diploma required
  • Strong knowledge of insurance products and applicable policies, procedures, and guidelines beneficial

Business Category

Global Technology and Operations

Number of Openings


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.


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 help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.

We are one of the largest institutional investors in the U.S. with $659.6 billion of total assets under management as of December 31, 2020. We are ranked #48 on the Fortune 500 list for 2020. In 2020, we were named to the Dow Jones Sustainability Index (DJSI) for the fifth year in a row. DJSI is a global index to track the leading sustainability-driven companies.

MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world. Visit us at www.metlife.com to learn more about our brand, history, and values.

We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to accommodations@metlife.com or call our Employee Relations Department at 1-877-843-3711.

MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.

MetLife maintains a drug-free workplace.

Requisition #: 118217