MetLife

The Client Executive is responsible for delivering high quality service and administration of nonqualified executive and corporate owned life insurance plans within MetLife’s corporate owned and bank owned life insurance organization Specialized Benefit Resources, “SBR”.  SBR is a department within the Retirement and Income Solutions “RIS” division of MetLife.

This role is generally responsible for building and nurturing strong business relationships with institutional customers and broker intermediaries.  This candidate is the center point of contact for all plan related inquiries and reporting.  In addition, the client executive partners with a cross disciplinary team (examples: tax, legal, actuarial, investments) to ensure implementations and ongoing servicing meets time and quality standards.  The 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.  

Success in this role requires attention to detail and problem-solving skills. The Client Executive is responsible for plan implementation, servicing and client retention. You’ll collaborate closely with tax, processing, legal, actuarial, and investments in an environment where every contribution is respected, and every perspective is heard.

How You’ll Help Us Build a Confident Future (Key Responsibilities)

• End to end plan administration for non-qualified and corporate sponsored insurance plans.
• Provides proactive case management to ensure retention of assets for assigned cases
• Develops customized communications for clients 
• Review and interpret 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

• Proficient in Microsoft Office with strong Excel skills, i.e., mail merges, pivot tables, v-lookups, etc.
• Knowledge of SharePoint
• Knowledge of Salesforce 
• Forward-thinking mindset