Assistant Longevity Client Manager
Munich Re
London, United Kingdom
1d ago

Your job

Key Responsibilities :

The Assistant Longevity Client Manager is primarily responsible for supporting the Longevity team in the effective management of the overall in force Longevity portfolio :

In Force Longevity Deal & Client Management 50%

  • Support the Longevity Client Managers in the management of existing Longevity treaties, including the transition from deal execution to onboarding the client.
  • Manage selected smaller existing Longevity treaties and clients to build experience.
  • Liaise with relevant internal / external stakeholders to manage client deliverables, ensuring all contractual obligations are met and escalate issues where required.
  • Assist in various tasks such as client audits, true ups and annual reviews.
  • Support our business relationship with existing clients.
  • General Longevity Team Support 30%

  • Assist with a variety of Longevity projects and work streams.
  • Create / update Longevity reports and presentations.
  • Co-ordinate and provide ideas for client hospitality events to help strengthen key relationships.
  • Complete Longevity market research into international markets and track UK developments.
  • Support the Head of Longevity with ad-hoc presentations / work as required.
  • Support the promotion of Longevity within the UK office and wider Munich Re Group, including aiding the development of the UK’s position as the centre of excellence for Longevity.
  • Work in conjunction with the other Munich Re and UK Life Branch teams to coordinate & facilitate internal processes and controls.
  • In addition, the Assistant Longevity Client Manager will also be responsible for supporting the Longevity team in the development of profitable new business :

    Deal origination & development - 20%

  • Manage the non-disclosure agreement phase of new deal proposals.
  • Support new Longevity transaction due diligence exercises.
  • Assist with execution tasks in respect of new Longevity transactions.
  • Oversee and maintain the deal data base.
  • Plus any additional duties and responsibilities that may reasonably be expected to be undertaken in accordance with the role.

    Your profile

    Key Skills and Experience :


  • Excellent communication skills
  • Project co-ordination skills
  • Ability to prioritise various tasks
  • Organisational skills in order to meet deadlines and manage client expectations
  • Ability to produce high quality written material
  • Advanced excel skills
  • Qualifications and Educational Requirements :

  • Diploma CII or equivalent experience
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