Client Executive

Posted 9 Hours Ago
Be an Early Applicant
Warren, NJ, USA
Hybrid
75K-100K Annually
Mid level
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
At MetLife, we’re a purpose-driven company that helps our customers build a more confident future.
The Role
Manage administration, servicing, implementation, reporting, and relationship support for institutional life insurance clients, brokers, and consultants. Coordinate cross-functional teams across tax, legal, actuarial, investment, operations, and technology functions. Handle client inquiries, communications, issue resolution, and process improvements while supporting client satisfaction, asset retention, and business growth.
Summary Generated by Built In
Description and Requirements
The Team You Will Join
Join MetLife's Retirement & Income Solutions team and help shape the future of financial security for millions. As the trusted market leader in institutional retirement, you'll contribute to delivering $5.5 billion in annual benefits payments to almost one million retirees and beneficiaries. Here, you'll work with annuities, risk solutions, and stable value products that help companies reduce risk and maintain financial strength while empowering individuals to retire with confidence. Join us to help solve today's most complex retirement challenges and make a lasting impact on our customers' lives.
The Opportunity
The Client Relationship Specialist is responsible for delivering high-quality service, administration, implementation support, and relationship management for MetLife's institutional corporate-owned, bank-owned, and insurance company-owned life insurance programs across the United States. Guided by our purpose, always with you, building a more confident future , and our New Frontier strategy focused on stronger growth, attractive returns, and all-weather performance, this is an exciting opportunity to serve as the primary point of contact for sophisticated institutional clients, brokers, and consultants. You will partner with tax, legal, actuarial, investment, operations, and technology professionals to support complex benefit-funding programs, deliver exceptional client experiences, and help retain and grow institutional assets. Your work will contribute directly to the continued success of MetLife's Specialized Benefit Resources business and the financial security solutions we provide to our customers.
Key Responsibilities
  • Manage end-to-end administration and servicing for assigned institutional corporate-owned, bank-owned, and insurance company-owned life insurance cases, including ongoing case activity, client inquiries, and service requests.
  • Provide proactive case management and relationship support for institutional clients, brokers, and consultants to strengthen service quality, support client satisfaction, and help retain assets.
  • Coordinate new case implementation, policy administration, reporting setup, and ongoing service activity in partnership with tax, legal, actuarial, investments, operations, and technology teams.
  • Develop client and broker communications, reporting support, and issue-resolution plans while identifying opportunities to simplify processes and improve the overall service experience.

Required Qualifications
  • FINRA Series 6 license required.
  • Minimum of 3-5 years of experience in life insurance, financial services, retirement services, employee benefits, or a related client service/operations environment.
  • Strong organizational, analytical, and problem-solving skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Excellent written and verbal communication skills with the ability to build effective relationships with clients, brokers, and internal business partners.
  • Demonstrated ability to adopt and apply technology, including AI, to solve business challenges, improve client outcomes, and enhance operational effectiveness.

Preferred Qualifications
  • Life insurance experience or knowledge, preferably with corporate-owned, bank-owned, insurance-company-owned, or nonqualified executive benefit plan administration for institutional clients.
  • Exposure to institutional asset administration, reporting, or investment-related servicing, including separate accounts and underlying investment options or structures such as Stable Value, Private Equity, Hedge Funds, or similar programs.
  • Bachelor's degree preferred; proficiency with Microsoft Office, especially Excel for reporting and data review, and familiarity with SharePoint, Salesforce, or similar client-service platforms.

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 $74,500 - $100,000 . This role may also be eligible for annual short-term incentive compensation. 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, paid time off, paid holidays, volunteer time off, tuition assistance and much more! For more information regarding MetLife's U.S. benefits, please click here .
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.
As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We're looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long-term value.
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!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at [email protected]. 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.
This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.
#BI-Hybrid

Skills Required

  • FINRA Series 6 license
  • 3-5 years of experience in life insurance, financial services, retirement services, employee benefits, or a related client service or operations environment
  • Strong organizational, analytical, and problem-solving skills
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Excellent written and verbal communication skills
  • Ability to build effective relationships with clients, brokers, and internal business partners
  • Ability to adopt and apply technology, including artificial intelligence, to solve business challenges and improve operational effectiveness
  • Life insurance experience or knowledge
  • Experience with corporate-owned, bank-owned, insurance-company-owned, or nonqualified executive benefit plan administration
  • Exposure to institutional asset administration, reporting, or investment-related servicing
  • Bachelor's degree
  • Proficiency with Microsoft Office, especially Excel
  • Familiarity with SharePoint, Salesforce, or similar client-service platforms

What the Team is Saying

Chelsea
Nick
Naren
Laura
Bill
Jing Huang
Sara Strauch
Dan Xiao
Cara Mootz
Cara Mootz
Naren Peri
Patricia Hixson
Jing Huang
Samantha Heron
Pete Clarke
Erica Provido
Rene Rivera

MetLife Compensation & Benefits Highlights

  • Retirement Support — Retirement offerings include both a company 401(k) match and a pension/cash-balance component for eligible employees, which is highlighted as a notable strength. This combination is described as providing stronger long-term security than a 401(k) alone.
  • Healthcare Strength — Health coverage is described as broad with family options and relatively low premiums, and medical, dental, and vision plans are often cited as standouts. Additional wellbeing resources such as counseling, condition-specific programs, and related support further reinforce this area.
  • Leave & Time Off Breadth — Paid time off is often characterized as generous, with many noting good work-life balance in several departments. Parental and family support resources also appear in the package, adding flexibility for caregiving needs.

MetLife Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
43,000 Employees
Year Founded: 1868

What We Do

We're honored to be No. 10 on Great Place to Work's World's Best Workplaces and recognized in the Fortune 100 Best Companies to Work For® list in 2025. At MetLife, we're leading the global transformation of an industry we’ve defined for over 157 years. At MetLife, every innovation and line of code is a lifeline for our customers and their families—from victims of natural disasters to people living with disabilities and beyond. With operations in more than 40 markets and leading positions across the globe, MetLife fosters an inclusive culture where our people are energized and inspired to deliver for our customers and communities. Join our remarkable journey—one in which you help write the next century of innovation in financial services—because with MetLife, making the world a better place is All Together Possible.

Why Work With Us

At MetLife, you’ll be working for a company whose purpose is to help customers throughout their life’s journey, and often in their most critical time of need. You’ll be a part of developing leading-edge platforms that will have a lasting impact on the lives and well-being of tens of millions of customers.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

MetLife Teams

Team
Product + Tech
About our Teams

MetLife Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

MetLife's current workplace policies classify roles as Office, Hybrid or Virtual based on the nature of work, encouraging new ways of working together

Typical time on-site: Flexible
Company Office Image
HQNew York City, NY
Company Office Image
Pune, IN
Company Office Image
Mexico City, MX
Company Office Image
Bridgewater, NJ
Company Office Image
Cary, NC
Company Office Image
Clark Summit, PA
Company Office Image
Greenville, SC
Company Office Image
Hyderabad, IN
Company Office Image
Tampa, FL
Company Office Image
Whippany, NJ
Learn more

Similar Jobs

MetLife Logo MetLife

Operations Manager

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
84K-143K Annually

MetLife Logo MetLife

Business Support Analyst - 21028

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
62K-83K Annually

MetLife Logo MetLife

Product Strategist - Disability & Absence

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
93K-135K Annually

MetLife Logo MetLife

Brand Manager

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
85K-143K Annually

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account