Associate Client Executive
MetLife, Bridgewater, MA, United States
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 supports strong business relationships with institutional customers and broker intermediaries. The Associate will work closely with Client Executives and Senior Client Executives for all plan‑related inquiries and reporting, and be involved in initiatives to simplify and enhance existing processes to enable higher customer satisfaction, retain assets, accelerate business growth and shareholder value. Key Responsibilities
Assist Client Executives with end‑to‑end administration for non‑qualified and corporate‑sponsored insurance plans. Proactive case management to ensure retention of assets for assigned cases. Develop customized communications for clients. Review and interpret documents for plans and customers. Continuous education on products, plan 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, including mail merges, pivot tables, V‑lookups, Power Automate and 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 partner and work collaboratively. Self‑motivated to learn more about the business and proactive in personal development. Preferred Experience
Life insurance experience/knowledge. Knowledge of SharePoint. Knowledge of Salesforce. Familiarity with Copilot or similar program. Location Expectation
This is a hybrid role requiring a minimum of three days per week in office. Salary and Compensation
The expected salary range for this position is $54,200 – $69,500, with the possibility of annual short‑term incentive compensation. All incentives and benefits are subject to applicable plan terms. 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 a 401(k) with employer matching. Group discounts on voluntary insurance products (auto, home, pet, critical illness, hospital indemnity and accident insurance) are available, as well as an Employee Assistance Program, digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and more. Equal Opportunity Employer
MetLife is an Equal Opportunity Employer. All employment decisions are made without regard 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”). 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.
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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 supports strong business relationships with institutional customers and broker intermediaries. The Associate will work closely with Client Executives and Senior Client Executives for all plan‑related inquiries and reporting, and be involved in initiatives to simplify and enhance existing processes to enable higher customer satisfaction, retain assets, accelerate business growth and shareholder value. Key Responsibilities
Assist Client Executives with end‑to‑end administration for non‑qualified and corporate‑sponsored insurance plans. Proactive case management to ensure retention of assets for assigned cases. Develop customized communications for clients. Review and interpret documents for plans and customers. Continuous education on products, plan 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, including mail merges, pivot tables, V‑lookups, Power Automate and 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 partner and work collaboratively. Self‑motivated to learn more about the business and proactive in personal development. Preferred Experience
Life insurance experience/knowledge. Knowledge of SharePoint. Knowledge of Salesforce. Familiarity with Copilot or similar program. Location Expectation
This is a hybrid role requiring a minimum of three days per week in office. Salary and Compensation
The expected salary range for this position is $54,200 – $69,500, with the possibility of annual short‑term incentive compensation. All incentives and benefits are subject to applicable plan terms. 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 a 401(k) with employer matching. Group discounts on voluntary insurance products (auto, home, pet, critical illness, hospital indemnity and accident insurance) are available, as well as an Employee Assistance Program, digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and more. Equal Opportunity Employer
MetLife is an Equal Opportunity Employer. All employment decisions are made without regard 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”). 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.
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