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!
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Client Relationship Manager in Melbourne employer: MetLife, Inc.
MetLife Australia is an exceptional employer, offering a dynamic work culture that prioritises collaboration, integrity, and innovation. With a strong commitment to employee growth, the company provides extensive benefits including generous parental leave, health support, and opportunities for professional development. Located in a vibrant market, MetLife fosters a supportive environment where employees can thrive while contributing to meaningful initiatives that enhance the company's reputation and community impact.
