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Associate Client Executive

2 months ago

Bridgewater, United States MetLife Full time

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 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.