Client Executive

MetLife; Bridgewater (MA); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401(k) with employer matching

Employee Assistance Program (EAP)

Job summary

MetLife’s Retirement & Income Solutions team is hiring a Client Executive to deliver high-quality service and relationship management for institutional life insurance programs across the United States. You will work with tax, legal, actuarial, investments, operations, and technology to support complex benefit-funding programs and retain assets.

This hybrid role requires a strong service mindset, collaboration with brokers and consultants, and the ability to translate complex concepts into clear

Qualifications

• FINRA Series 6 license required.
• 2-3 years in life insurance/financial services/retirement services or related client service environment.
• Strong organizational, analytical, and problem-solving skills with ability to manage multiple priorities.
• Excellent written and verbal communication with clients, brokers, and partners.
• Self-motivated and digitally curious, with ability to apply AI to high-value scenarios.

Responsibilities

• Manage end-to-end administration and servicing for institutional life insurance cases.
• Provide proactive case management and relationship support for institutional clients, brokers, and consultants.
• Coordinate new case implementation, policy administration, reporting setup, and ongoing service activity with cross-functional teams.
• Develop client and broker communications, reporting support, and issue-resolution plans.

Skills

FINRA Series 6

Client service

Relationship management

Communication

Problem solving

AI in business

Education

Bachelor’s degree

Tools

Microsoft Office

SharePoint

Salesforce

Job description

Join MetLife’s Retirement & Income Solutions team and help shape the future of financial security for millions. As the trusted market leader in institutional retirement, you’ll contribute to delivering $5.5 billion in annual benefits payments to almost one million retirees and beneficiaries. Here, you’ll work with annuities, risk solutions, and stable value products that help companies reduce risk and maintain financial strength while empowering individuals to retire with confidence. Join us to help solve today’s most complex retirement challenges and make a lasting impact on our customers’s lives.

The Opportunity

The Client Executive is responsible for delivering high‑quality service, administration, implementation support, and relationship management for MetLife's institutional corporate‑owned, bank‑owned, and insurance company‑owned life insurance programs across the United States. Guided by our purpose, always with you, building a more confident future, and our New Frontier strategy focused on stronger growth, attractive returns, and all‑weather performance, this is an exciting opportunity to serve as the primary point of contact for sophisticated institutional clients, brokers, and consultants. You will partner with tax, legal, actuarial, investment, operations, and technology professionals to support complex benefit‑funding programs, deliver exceptional client experiences, and help retain and grow institutional assets. Your work will contribute directly to the continued success of MetLife’s Specialized Benefit Resources business and the financial security solutions we provide to our customers.

Key Responsibilities

• Manage end‑to‑end administration and servicing for assigned institutional corporate‑owned, bank‑owned, and insurance company‑owned life insurance cases, including ongoing case activity, client inquiries, and service requests.
• Provide proactive case management and relationship support for institutional clients, brokers, and consultants to strengthen service quality, support client satisfaction, and help retain assets.
• Coordinate new case implementation, policy administration, reporting setup, and ongoing service activity in partnership with tax, legal, actuarial, investments, operations, and technology teams.
• Develop client and broker communications, reporting support, and issue‑resolution plans while identifying opportunities to simplify processes and improve the overall service experience.

Required Qualifications

• FINRA Series 6 license required.
• Minimum of 2-3 years of experience in life insurance, financial services, retirement services, employee benefits, or a related client service/operations environment.
• Strong organizational, analytical, and problem‑solving skills with the ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
• Excellent written and verbal communication skills with the ability to build effective relationships with clients, brokers, and internal business partners.
• Self‑motivated and digitally curious, with the ability to apply AI in high‑value scenarios to improve effectiveness, quality, and business impact while combining AI capabilities with business knowledge and subject‑matter expertise.

Preferred Qualifications

• Life insurance experience or knowledge, preferably with corporate‑owned, bank‑owned, insurance‑company‑owned, or nonqualified executive benefit plan administration for institutional clients.
• Exposure to institutional asset administration, reporting, or investment‑related servicing, including separate accounts and underlying investment options or structures such as Stable Value, Private Equity, Hedge Funds, or similar programs.
• Bachelor’s degree preferred; proficiency with Microsoft Office, especially Excel for reporting and data review, and familiarity with SharePoint, Salesforce, or similar client‑service platforms.

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.

The expected salary range for this position is $74,500 - $95,000. This role may also be eligible for annual short‑term incentive compensation. All incentives and benefits are subject to the 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 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and much more!

About MetLife

Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World’s 25 Best Workplaces™, as well as the Fortune 100 Best Companies to Work For®, 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. 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!

MetLife is an Equal Opportunity Employer. All employment decisions are made without regards 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 [e-mail]. 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.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities.

This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.