Associate Client Executive

MetLife • Bridgewater, NJ • 2h ago

The Opportunity

The Associate Client Executive is responsible for assisting with high quality service to and administration of nonqualified executive and corporate owned life insurance plans within MetLife's corporate owned life insurance organization Specialized Benefit Resources, "SBR". This role is responsible for supporting strong business relationships with institutional customers and broker intermediaries. This candidate will work closely with the Client Executives and Senior Client Executives for all plan related inquires and reporting. The Associate Client Executive will also be involved in initiatives to simplify and enhance existing processes that enable higher customer satisfaction, retain assets, accelerate business growth and shareholder value.

This position is a great entry level role to learn a business and be an essential part of the success of servicing our clients.

Key Responsibilities

Assist Client Executives with end-to-end administration for non- qualified and corporate sponsored insurance plans

Be involved in proactive case management to ensure retention of assets for assigned cases

Develops customized communications for clients

Review and interpretation of documents for plans and customers

Continual education on products, plans designs, and tax implications for insurance policies

Special projects as assigned by management

Involved in initiatives for current processes and procedures

Required Experience

Bachelor's degree or 2+ years of equivalent experience

Proficient in Microsoft Office with strong Excel skills, i.e., mail merges, pivot tables, v look ups, Power Automate, Power Query

Excellent organizational, interpersonal, and communication skills, both written and verbal

Strong customer service orientation

Ability to work autonomously and manage time efficiently to handle multiple tasks, prioritize and meet deadlines and can partner and work collaboratively

Self-motivated to learn more about the business and is proactive in personal development

Preferred Experience

Life Insurance experience/knowledge

Knowledge of SharePoint

Knowledge of Salesforce

Familiarity with Copilot or similar program

Equal Employment Opportunity/Disability/Veterans

If you need an accommodation due to a disability, please email us at accommodations@metlife.com. 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.

MetLife

Go to Apply

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