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Annuities Client Manager

Company: Tony Martin
Job Ref: TMMLongCM
Hours: Full Time
Working Term: Permanent Position
Salary: Negotiable


Annuities Client Manager

Job Market: Life Insurance

Annuities Client Manager: Job Purpose:

The Client Manager has an important role in the branch in supporting efficient and robust in force deal & client management.

We would also look for the candidate to support the other members of the longevity team in generating profitable new longevity business opportunities, building and sustaining longevity client relationships and carrying out research and project work as required.

Annuities Client Manager: Key Responsibilities:

The Client Manager is primarily responsible for supporting the longevity team in the effective management of the overall in force longevity portfolio, this includes:

In Force Longevity Deal & Client Management - 80%

Manage selected existing longevity contracts, including the transition from execution to business-as-usual.

Oversee the day-to-day running of various elements of existing longevity transactions, liaising with relevant stakeholders internally and externally, managing deadlines and deliverables and escalating issues as required.

Assist and lead in various ad hoc tasks such as client audits.

Manage, coordinate and support our business relationship with existing clients.

General Longevity Team Support - 20%

Project managing a variety of longevity projects and agreed work streams.

Producing reports and presentations as required.

Provide support and ideas for hospitality and other events to strengthen key relationships.

Managing new deal due diligence exercises, including producing relevant reports.

Longevity market research, tracking & development.

Annuities Client Manager: Key Requirements

Project management skills

Relationship management experience

Ability to read and understand complex legal contracts

Organisational skills in order to meet deadlines and manage client expectations

Producing high quality written material

Advanced excel skills

Experience working in Life, Health and Disability insurance related fields.

Life Reinsurance experience

Pensions and / or Longevity experience

Diploma CII or equivalent experience


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