Senior Client Relationship Manager

Posted 13 Days Ago
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Melbourne, Victoria
Hybrid
Senior 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
The Senior Client Relationship Manager at MetLife is responsible for managing client relationships, executing strategic plans, overseeing account management, leading a multi-functional team, and ensuring financial metrics are achieved. This role involves building strong client relationships, identifying risks, managing compliance, and collaborating with various internal teams.
Summary Generated by Built In

Description and Requirements
The Senior Client Relationship Manager, Hostplus core responsibility is to manage the Hostplus relationship for MetLife through the development and execution of strategic client management plans that focus on delivering the client key objectives whilst delivering profitable business returns for MetLife.
Principal Responsibilities:

  • Setting, communicating and achieving the strategic direction and objectives of the account and ensuring all stakeholders are aligned and engaged on the delivery of the objectives.
  • Developing and implementing an overall Strategic Client Management engagement plan covering the various types of accounts within the responsibilities of the SCRM Manager to deepen and preserve profitable client relationships for MetLife;
  • Lead the multi-functional client and internal virtual team to ensure alignment and execution of the Strategic Client Plan;
  • Develop and lead an appropriate holistic governance framework to manage and ensure timely engagement and delivery of the strategic objectives of both the client and MetLife;
  • Virtual team leader of all the internal resources to ensure client facing activity is executed and optimized.
  • Leading the direct resources allocated to the key account, the account manager and project manager and optimize the use of those resources for the success of the client partnership deliverables;
  • Build strong relationships across all levels of the Key Accounts;
  • Proactively identify and mitigate risks of achieving account objectives;
  • Achievement of financial metrics for the account;
  • Oversight of and accountability for the new corporate business tender process;
  • Proactively implementing strategy plans to ensure the re-rating of existing accounts is conducted through the Actuarial team within timeframes required by the business and ensuring consistency with Policy terms and conditions;
  • Responsibility to ensure all Policy Documents and product related materials remain current and are amended when necessary by working closely with the Product Manager in the deliver of planned reviews and servicing;
  • Liaising with the Product Manager to ensure that all negotiations for existing clients can be aligned with MetLife's business objectives and the Key Account client objectives;
  • Responsibility for all Key Account client PDS documents and product materials remaining compliant by initiating reviews and liaising with Legal and Compliance for sign off of Third Party PDS's (and the Product Manager in the case of MetLife PDS's) along with any issues requiring Legal and Compliance input that may arise in managing the account;
  • Creation and management of Account Teams across the business to ensure engagement across the organization for the customer.
  • Assist in building relationships with the Key Accounts across all facets within the MetLife business.
  • Representing the Key Account across the functions of MetLife;
  • Responsible for responding to all queries generated by Key Account clients;
  • Provide input into the active management of the Group Insurance client relationships, leading to potential new sales growth.
  • Responsible for partnering with the Marketing team for the business delivery of hospitality functions/conferences etc for existing Key Account clients.
  • To lead by example as a team player within the line of business and across other key services functions of MetLife.


Knowledge/Skills/Competencies Required:

  • University degree (Business/Economics or similar) with 5 to 7 years of experience in Life Insurance or, ideally in account or relationship management
  • Strong understanding of financial reports and the ability to identify and influence the drivers of growth and profit
  • Life Insurance product management knowledge
  • PS-146 Compliant
  • Strong process management and operational background
  • Customer Focus - understands internal and external customer needs and expectations. Implements effective ways to monitor and respond to customers' needs
  • Strong relationship builder-ability to influence, persuade and collaborate team work across multiple stakeholder groups (both in country and International)
  • Required Competencies and Skills: Planning and Organisational Skill, Analytical Skill, Information Management, Problem Solving, Customer Management, Communications Skill, and Influencing Skill.


Personal Attributes:

  • Consultative (Listens first)
  • Strong service orientation
  • Team focused
  • Strategic planning ability
  • Proven customer focus mentality
  • Strong communication, operational & process management
  • Results driven
  • Adaptability & networking capability


Benefits We Offer
When you join MetLife Australia, you are joining a company that demonstrates holistic care and wellbeing for employees with benefits and programs that address physical, mental, social and financial health. We offer life insurance benefits, generous paid parental leave, market leading menopause and fertility leave, car leasing and more. As well as Employee Assistance Program (EAP), access to 360Health medical support, volunteer leave and study assistance.
About MetLife
Recognised on Fortune magazine's list of the 2024 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the Diversity Council of Australia Inclusive Employer Award 2023-2024, 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 p urpose and guided by empathy, we're inspired to transform the next century in financial services.
At MetLife, it's #AllTogetherPossible . Join us!
#BI-Hybrid

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

What We Do

Named one of Fortune’s “World’s Most Admired Companies,” MetLife is leading the global transformation of an industry we’ve defined for more than 150 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’s building a workforce of diverse and empowered voices that all belong.  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.

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