Client Relationship Manager

MetLife; Melbourne; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Life insurance benefits

Parental leave

Menopause and fertility leave

Car leasing

Employee Assistance Program (EAP)

360Health medical support

Volunteer leave

Study assistance

Job summary

MetLife Australia is seeking a Client Relationship Specialist to support a corporate client portfolio within Corporate Distribution. You will work with Client Relationship Managers and internal teams to ensure seamless client servicing, renewals and new business opportunities.

Join a team focused on delivering exceptional client outcomes, leveraging CRM tools and reporting to drive growth and retention. Ideal for professionals with financial services experience and strong stakeholder management,

Qualifications

• Experience in financial services or insurance with client‑facing or relationship support roles.
• Strong customer focus with the ability to build and maintain trusted relationships.
• Excellent organisational, communication and stakeholder management skills.
• Attention to detail and ability to prepare reports, summaries and client correspondence.
• Proficiency in Microsoft Office and familiarity with CRM systems such as Salesforce.
• Comfort using AI-enabled and digital productivity tools to support efficient work outcomes.

Responsibilities

• Support client relationships and retention outcomes with Day-to-day servicing, renewals and sales activities.
• Coordinate end-to-end processes for re-rates and new business proposals with timely delivery.
• Collaborate with brokers, administrators, underwriting, claims and product teams to resolve queries.
• Maintain reporting and pipeline accuracy, including Salesforce updates and tracking renewals.
• Drive continuous improvement by identifying service enhancements and supporting process/product development initiatives.

Skills

Client relations

Stakeholder management

Organisational skills

Communication

CRM systems

Microsoft Office

AI productivity tools

Education

RG146 accreditation

Tools

Salesforce

Microsoft 365

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.

Benefits We Offer

When you join MetLife Australia, you are joining a company that demonstrates holistic care and wellbeing for employees with benefits and programs that address physical, mental, social and financial health. We offer life insurance benefits, generous paid parental leave, market leading menopause and fertility leave, car leasing and more. As well as Employee Assistance Program (EAP), access to 360Health medical support, volunteer leave and study assistance.

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!