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About the Role
The Insurance Relationship Manager analyst is a client-facing role responsible for providing proactive, focused client service to insurance clients. This role supports senior relationship managers by quarterbacking client deliverables and initiatives, coordinating servicing needs, and supporting new business development.
Responsibilities
- Support lead relationship managers in managing complex insurance client relationships.
- Act as the day-to-day contact for client servicing needs, ensuring internal partners are briefed.
- Coordinate servicing needs with internal teams, including account opening and reporting.
- Coordinate and participate in client and prospect meetings.
- Ensure client needs are met and requests are addressed promptly by coordinating with investment teams, client service, and other stakeholders.
- Develop strong, collaborative relationships with key internal stakeholders, including investment teams and operations.
- Maintain accurate and current records of all activity in CRM.
- Support new business and cross-selling initiatives with existing relationships.
- Participate in team projects to enhance internal procedures and processes.
- Collaborate with the broader Insurance Client Team on projects and event management.
Requirements
- 1-2 years of investment management industry experience required.
- Client service experience within the investment management industry, with a primary focus on servicing large institutional clients.
- Experience with equity, fixed income strategies, and alternatives strategies.
- A proven ability to build and develop strong internal and external relationships.
- Highly motivated team player with excellent presentation, writing, and oral communication skills.
- Creative, enthusiastic, self-starter.
- Strong analytical and problem-solving skills.
- Strong coordination skills.
- Strong team player with active listening skills.
- Proficient in Microsoft Word, Excel, and PowerPoint.
- Prior CRM database experience is a plus.
- Series 7 and 63 licenses would be an advantage.
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- CRM database experience
Location
- Whippany, NJ
Work Type
- Hybrid
Experience Level
- 1-2 years
Salary/Compensations
- $80,000-$90,000 annually + bonus + benefits
Benefits
- Comprehensive healthcare
- Back-up childcare program
- Flexible work arrangements
- Competitive retirement plan
- Tuition reimbursement
- Robust professional development opportunities
About the Company
- MetLife Investment Management (MIM) has acquired PineBridge Investments, creating a top-tier global investment platform with over $700 billion in assets under management.
- The combined entity offers a broad range of investment capabilities including multi-asset, equities, fixed income, private credit, and real estate.
- The company emphasizes a strong investment culture prioritizing partnership, transparency, and accountability, with direct access to decision-makers.
- PineBridge has an award-winning culture, recognized as a 'Best Place to Work in Money Management' for six consecutive years (2020-2025).
- PineBridge has received recognition for 'Best Workplace,' 'Learning & Development,' 'Talent Acquisition,' and 'Employee Benefits.'
- The company values clients, investment excellence, collaboration, empowerment, and independence.
Equal Opportunity
- PineBridge is proud to be an Equal Opportunity Employer committed to fostering an inclusive workplace.
- The company provides opportunities for all qualified persons and maintains an environment free from all forms of harassment and discrimination.
- PineBridge is dedicated to recruiting, hiring, training, and promoting the most qualified applicants without regard to age, race, creed, color, religion, national origin, ancestry, height, weight, sex, gender (including gender identity), disability, pregnancy, marital status, domestic partner status, sexual orientation, AIDS/HIV status, military status, alienage or citizenship status, genetic information, domestic violence victim status or any other basis protected by applicable federal, state or local laws.
- PineBridge strives to create an inclusive environment that attracts, retains, and develops the best global talent, leveraging the unique backgrounds, skills, and perspectives that all our people bring to work.