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Client Executive

Date Posted: Jan 8, 2021

Location: Bridgewater, NJ, US, 8807

Company: MetLife

Primary Job Location: Bridgewater, NJ 


Role Value Proposition: 

The Client Executive- SBR administers and services nonqualified executive and corporate owned life insurance plans for assigned clients and is responsible for building and nurturing strong business relationships with top brokers. This role strives to provide long-term commitment to quality service and client satisfaction and works with assigned clients to provide 'one stop shopping' that develops superior relationships to increase competitive advantages, retain assets, and accelerate business growth.


Key Responsibilities:    

  • Administers and services plans that include Collateral Assignment Split Dollar, Endorsement Split Dollar, Bonus, PPVL, BOLI, Deferred Compensation, Directors Charitable, SERPS, and Keyman provisions for larger groups of clients.
  • Provides proactive case management to ensure retention of assets for assigned cases.
  • Enhances client and broker relationships.
  • Oversees new case implementation.
  • Develops customized communication material for corporate customers.
  • Reviews and interprets plan documents.
  • Assist with death claim processing.
  • Continues education on product and plan designs and on taxation of life insurance.
  • Acts as liaison between external brokers, corporations, and various internal departments.
  • Provides ongoing policy service.
  • Reconciles premium payments.
  • Perform other related duties as assigned or required


Essential Business Experience and Technical Skills:


  • 3-5+ years of relevant business experience
  • FINRA Series 6 license required within six months of hire
  • Solid working knowledge of Microsoft Word and Excel for reporting functions
  • Excellent organizational, time management, and communication skills
  • Strong interpersonal relationship skills
  • Able to multi-task, meet deadlines, and work well under pressure
  • Independent mindset with ability to partner with team to manage customer relationships and satisfaction.


  • Bachelor’s Degree is strongly preferred
  • Self-motivated to learn more about the business and is proactive in personal development



Business Category

Client Services


Number of Openings




At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers. 


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 help its individual and institutional customers navigate their changing world. Founded in 1868, MetLife has operations in more than 40 countries and holds leading market positions in the United States, Japan, Latin America, Asia, Europe and the Middle East.


We are one of the largest institutional investors in the U.S. with $651 billion of total assets under management as of September 30, 2020. We are ranked #48 on the Fortune 500 list for 2020. In 2019, we were named to the Dow Jones Sustainability Index (DJSI) for the fourth year in a row. DJSI is a global index to track the leading sustainability-driven companies.


MetLife is committed to building a purpose-driven and inclusive culture that energizes our people. Our employees work every day to help build a more confident future for people around the world.


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  For further information about how to request a reasonable accommodation, please click on the Disability Accommodations link below.


MetLife is a proud Equal Employment Opportunity and Affirmative Action employer dedicated to attracting, retaining, and developing a diverse and inclusive workforce. All qualified applicants will receive consideration for employment at MetLife without regards to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.


MetLife maintains a drug-free workplace.


Requisition #: 115757