What are the responsibilities and job description for the Associate Client Executive position at MetLife, Inc?
Description and Requirements
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
Salary : $54,200 - $69,500