What are the responsibilities and job description for the Client Executive position at MetLife?
General Information
Description and Requirements
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 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.
- 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.
- 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.
- 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.
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”).
MetLife maintains a drug-free workplace.
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $74,500 - $100,000