Senior Insurance Relationship Manager

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Date Posted: May 27, 2023

Location(s): Whippany, NJ, US, 7981

Company: MetLife

Position: Senior Insurance Relationship Manager (Senior IRM)


Job Location: Whippany, NJ



MetLife Investment Management:

MetLife Investment Management, (MIM) provides public fixed income, private capital, and real estate investment solutions to institutional investors worldwide, with $579.8 billion assets under management as of December 31, 2022.  MIM is the institutional asset management business of MetLife, Inc., one of the world’s leading financial services companies. With over 150 years of disciplined risk-management experience we provide deep expertise in skillfully navigating markets with the goal of delivering strong, risk-adjusted returns. Our client-centric culture enables our dedicated team of investment professionals to singularly focus on creating the tailored solutions designed to help our clients meet their unique needs and objectives—both today and moving forward in the future. MetLife Investment Management was named a “2022 Best Place to Work in Money Management” by Pensions & Investments. Visit us at  to learn more about MIM.  


Institutional Client Group:

The Institutional Client Group (ICG) is responsible for driving the firm’s strategy and business development efforts with institutional investors and consultants, globally. Within ICG, the Global Insurance and Banking group is responsible for oversight and management of MIM’s insurance general account business, including life, property & casualty, multi-line and health insurers located in the Americas, EMEA and Asia.


The Role:

Senior IRM will be a client facing role and will involve working with MIM’s global insurance partners to manage and develop relationships with MIM’s insurance clients.  The role requires collaboration with investment professionals throughout our investment organization, and other key stakeholders such as MIM’s Insurance Asset Management team, to provide proactive, focused client service to insurance clients that spans all aspects of the business we provide to those clients. The Senior IRM will be a key point person for clients. He/she will also develop new business leads and assist with cross-selling MIM’s capabilities to clients and prospects.


Key Relationships:

  • Reports to: : Head of Insurance Relationship Management
  • Direct reports/team: None
  • Key Stakeholders: Global Head of Institutional Client Business, Global Head of Insurance Asset Management, Global Head Public Fixed Income, Global Private Fixed Income Alternatives, Global Head of Real Estate & Agricultural Investments.


Key Responsibilities:

  • Key relationship point-person and primary client contact for large strategic insurance clients (reporting into the Head of Insurance Relationship Management)
  • Understand and anticipate client needs and develop engagement and retention strategies, resulting in increased client satisfaction
  • Support building the business and cross selling MIM’s capabilities with existing relationships
  • Partner with other departments to ensure the clients’ ongoing needs are being met, requests are being addressed on a timely basis, and the team is thinking and acting proactively
  • Effective quarterbacking of inquiries, including overseeing completion of client requests and questionnaires
  • Coordination of, and key participant in client meetings, including but not limited to, portfolio reviews, IC meetings, Strategic Asset Allocation and Portfolio Optimization discussions, due diligence meetings and Strategic Client Annual Reviews (coordinating and leading all aspects of the meeting)
  • Work closely with PMs to understand clients’ investment objectives
  • Partner with client service, as needed, for timely legal documentation amendments for SMAs, i.e., upsizes, guideline changes, IMA updates
  • Oversee delivery of key updates to clients (i.e., personnel changes, market issues, systems/operational updates, etc.); ensure we are notifying clients quickly and appropriately
  • Deliver thought leadership and adopt a consultative engagement approach with clients
  • Develop strong, effective, and collaborative relationships with key internal stakeholders including investment teams and operations
  • Deliver client feedback to internal stakeholders including investment teams, marketing, etc., and actively contribute to new initiatives that will improve the overall client experience
  • Escalation point for all issues related to assigned clients
  • Maintain an accurate and current record of all activity in CRM


Candidate Qualifications:

Essential Business Experience and Technical Skills:

  • 10+ years of institutional asset management experience, including 5+ years specifically focused on insurance client segment
  • Deep understanding of the institutional investing landscape, including clients, competitors, and consultants
  • Expertise in investment products and solutions, preferably public and private fixed income, and real estate
  • Proven ability to develop and sustain trusted relationships with C-Suite level investment professionals and consultants.
  • Understanding of service & operational aspects of insurance client service
  • Demonstrated success attracting, retaining, and growing AUM
  • Strong team player, with a proven ability to partner internally to ensure excellent client management
  • Organizational intelligence and ability to navigate a large, matrixed, global organization
  • Goal oriented who comes to work every day with an ownership mindset looking to make a difference
  • Self-starter with a drive to succeed, and the ability to work both independently and collaboratively
  • Excellent communication skills
  • Strong active listening skills
  • Excellent written, oral, and presentation skills
  • Series 7 & 63 licenses required


MetLife Success Principles

  • Experiment with Confidence – Courageously learn and test new ideas without fear of failure
  • Act with Urgency – Demonstrate speed to action with agility and determination
  • Seek Diverse Perspectives – Source ideas and feedback to expand thinking and make informed decisions
  • Seize Opportunity – Drive responsible growth and identify areas for continuous improvement
  • Champion Inclusion – Foster an environment where everyone is valued, heard, and can speak up
  • Create Alignment – Partner with others across the organization with candor and transparency
  • Take Responsibility – Be accountable and act in pursuit of the right outcomes
  • Enable Solutions – Anticipate and address obstacles while managing risk
  • Deliver What Matters – Execute meaningful priorities and follow through on commitments



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 $579.8 billion of total assets under management as of December 31, 2022. We are ranked #50 on the Fortune 500 list for 2022. In 2021, we were named to the Dow Jones Sustainability Index (DJSI) for the sixth year in a row. DJSI is a global index to track the leading sustainability-driven companies. We are proud to have been named to Fortune magazine’s 2022 list of the “World’s Most Admired 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. Visit us at to learn more about our brand, history, and values. 


We want to make it simple for all interested and qualified candidates to apply for employment opportunities with MetLife.  If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to or call our Employee Relations Department at 1-877-843-3711.


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.