Associate Client Executive

Description and Requirements
Role Value Proposition:
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 Executive, Senior Client Executives and Contracts team for all plan related inquires. 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 plan 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.
• 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.

Essential Business Experience and Technical Skills :
Required:

• Bachelor's degree or equivalent experience
• Excellent organizational, interpersonal, and communication skills, both written and verbal
• Strong customer service orientation
• Ability to work independently and manage time efficiently handling multiple tasks, meeting deadlines, and working collaboratively.
• Self-motivated to learn more about the business and is proactive in personal development

Preferred:

• Life Insurance experience/knowledge
• Proficiency or aptitude to learn Microsoft Office with strong Excel skills, i.e. mail merges, pivot tables, V lookups, etc.
• Knowledge of SharePoint and Salesforce

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, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2024 "World's Most Admired Companies" as well as the 2024 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.
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 empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
Equal Employment Opportunity/Disability/Veterans
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.
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