Client Relationship Manager

MetLife Insurance; Melbourne; On-site; AUD 90,000 - 120,000; Full time

Job summary

MetLife Australia is seeking a Client Relationship Specialist within the Corporate Distribution team to support sales, renewals and new business opportunities across a corporate client portfolio.

In this role you will work with Client Relationship Managers and internal stakeholders to deliver seamless client servicing, renewals and improved outcomes, while leveraging AI-enabled tools and CRM systems to drive efficiency and accuracy.

Qualifications

• Experience in financial services or insurance with client-facing or relationship support roles.
• Strong customer focus with ability to build and maintain trusted relationships across stakeholders.
• Excellent organisational, communication and stakeholder management skills.
• Proficiency in Microsoft Office and familiarity with CRM systems (Salesforce).
• Comfort using AI-enabled productivity tools while adhering to policies and quality standards.

Responsibilities

• Support client relationships and retention outcomes with Client Relationship Managers across a portfolio.
• Coordinate end-to-end processes for re-rates and new business proposals for timely delivery.
• Collaborate with brokers, administrators, underwriting, claims and product teams to resolve queries.
• Maintain reporting and pipeline accuracy, including Salesforce updates and renewals tracking.
• Drive continuous improvement and contribute to project and process development initiatives.

Skills

Client relationship management

Stakeholder management

Communication skills

Organisational skills

Attention to detail

Education

RG146 accreditation

Tools

Microsoft Office

Salesforce CRM

AI productivity tools

Job description

The Client Relationship Specialist plays a key role within MetLife Australia’s Corporate Distribution team, supporting the achievement of sales and retention objectives across a portfolio of corporate clients and partners. Guided by our purpose — always with you, building a more confident future — and our New Frontier strategy, this role focuses on delivering exceptional client outcomes, strengthening relationships and supporting the growth of our corporate insurance portfolio.

Working closely with Client Relationship Managers and internal stakeholders, you will provide technical and relationship support, ensuring seamless delivery of client servicing, renewals and new business opportunities.

Key Responsibilities

• Support client relationships and retention outcomes, working with Client Relationship Managers to deliver day‑to‑day servicing, renewals and sales activities across a nominated client portfolio.
• Coordinate end‑to‑end processes for re‑rates and new business proposals, ensuring timely, accurate and high‑quality delivery to support profitable growth.
• Partner with internal and external stakeholders, including brokers, administrators, underwriting, claims and product teams, to resolve queries and deliver strong client outcomes.
• Maintain reporting and pipeline accuracy, including Salesforce updates, tracking opportunities, renewals and performance against targets.
• Drive continuous improvement, identifying service enhancements, supporting projects and contributing to process and product development initiatives.
  Required Qualifications
• Experience within financial services or insurance, with exposure to client‑facing or relationship support roles.
• Strong customer focus with the ability to build and maintain trusted relationships across internal and external stakeholders.
• Excellent organisational, communication and stakeholder management skills, with the ability to manage competing priorities and deadlines.
• Strong attention to detail and accuracy, with the ability to prepare reports, summaries and client correspondence.
• Proficiency in Microsoft Office tools (intermediate level) and familiarity with CRM systems (e.g. Salesforce).
• Comfort using AI‑enabled and digital productivity tools (e.g. Microsoft 365 Copilot or similar) to support efficient work outcomes, with sound judgement and adherence to organisational policies, governance and quality standards
• Preferred Qualifications
• Experience supporting corporate or group insurance clients, including brokers or third‑party administrators.
• RG146 accreditation or relevant industry qualifications.
• Understanding of insurance products, underwriting and claims processes.
• Exposure to process improvement or project activities within a client servicing or operations environment.

About MetLife

Recognised on Fortune magazine's list of the "World's Most Admired Companies", Fortune World’s 25 Best Workplaces™, as well as the Diversity Council of Australia Inclusive Employer Award, 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!