PlanSmart Data Analyst

About the role

The PlanSmart Data Analyst supports a defined book of business, validates and transforms data, and oversees data workflows to ensure compliance with regulatory requirements related to conversion and portability notifications for MetLife group customers. This role is crucial in enabling timely and accurate participant outreach by consolidating data from multiple sources into clear, usable outputs.

Responsibilities

• Manage day-to-day processing, inbox traffic, file audits, data reconciliation, and end-of-day protocols.
• Review incoming files to ensure accuracy, completeness, and adherence to regulatory compliance.
• Create and maintain file configuration specifications to onboard and implement new customers.
• Generate reporting outputs that directly trigger outreach requests for PlanSmart Specialists.
• Identify operational gaps to drive continuous system, process, and workflow scalability enhancements.
• Serve as a workflow Subject Matter Expert (SME) while partnering with internal stakeholders to resolve data discrepancies.

Requirements

• Experience in data analysis, data processing, or operational reporting.
• Strong proficiency in Microsoft Excel (e.g., formulas, lookups, data manipulation).
• Effective problem-solving skills with a continuous improvement mindset.
• Comfortable navigating multiple systems, tools, and databases simultaneously.

Preferred Qualifications

• Bachelor’s degree or equivalent work experience.
• Experience working with large datasets and automated workflows (e.g., Power Automate, reporting tools).
• Experience supporting operational or process improvement initiatives.
• Strong project coordination skills with the ability to manage timelines and deliverables.
• Excellent written and verbal communication skills, including the ability to communicate with leadership.
• Ability to present data insights and recommendations in a clear, business-friendly format.

Location Expectation

This is a hybrid role requiring a minimum of 3 days per week in office. The expected salary range for this position is $54,100 - $72,100. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.

Benefits

We Offer Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!

About MetLife

Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World’s 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, 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 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!