Manage administration, servicing, implementation, reporting, and relationship support for institutional life insurance clients, brokers, and consultants. Coordinate cross-functional teams across tax, legal, actuarial, investment, operations, and technology functions. Handle client inquiries, communications, issue resolution, and process improvements while supporting client satisfaction, asset retention, and business growth.
Description and Requirements
The Team You Will Join
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' lives.
The Opportunity
The Client Relationship Specialist 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
Required Qualifications
Preferred Qualifications
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 - $100,000 . 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! For more information regarding MetLife's U.S. benefits, please click here .
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. 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!
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 [email protected]. 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.
This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.
#BI-Hybrid
The Team You Will Join
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' lives.
The Opportunity
The Client Relationship Specialist 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 3-5 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.
- Demonstrated ability to adopt and apply technology, including AI, to solve business challenges, improve client outcomes, and enhance operational effectiveness.
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 - $100,000 . 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! For more information regarding MetLife's U.S. benefits, please click here .
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. 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!
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 [email protected]. 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.
This posting is for a current vacancy and is anticipated to remain open for at least 90 days from the listed posting date.
#BI-Hybrid
Similar Jobs at MetLife
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Manages unit leaders overseeing Short Term Disability and absence claims teams. Establishes performance expectations, removes barriers, develops team capabilities, and drives customer service, expense management, claim accuracy, and operational efficiency. Uses performance data, claim reviews, call monitoring, automation, and AI strategies to address root causes and improve outcomes. Partners with internal and external customers, supports team accountability, and escalates issues with recommended solutions.
Top Skills:
Artificial IntelligenceAutomation
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Provides centralized support to four Assistant Vice Presidents through business reporting, analytics, executive presentations, calendar and meeting coordination, expense and travel administration, leadership event support, and tracking of priorities and deliverables. The role analyzes business information, coordinates cross-functional requests, supports strategic initiatives and operational improvements, and identifies opportunities to streamline processes through automation and AI.
Top Skills:
ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Defines customer needs, personas, problem statements, value propositions, and product solutions for disability and absence insurance. Analyzes data and market trends, identifies gaps, leads process reengineering using AI and APIs, manages the product backlog, and partners with product, operations, technology, customers, and stakeholders to improve outcomes and efficiency.
Top Skills:
AgileAIAPIsData Integration
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
