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.
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