AO/AVP - Client Relations - EMEA Insurance
Core
Analyst supporting the Insurance Strategy Team in client servicing, business development, and product management for insurance clients.
Role type
Analyst, Insurance Strategy & Client Relations
Builds
Client reports, presentation materials, RFP responses, and business management dashboards for insurance clients.
Domain
Financial Services / Insurance
Deliverable
product features | dashboards & analysis | client delivery
Required skills
Client account management, Salesforce database management, prospecting and business development, RFP and due diligence support, strategic asset allocation analysis, M&A analytical support, product development for insurance composites, executive presentation creation, business activity tracking, data science partnership
Preferred skills
IMC certification, experience in Financial Services or Insurance, Microsoft Office proficiency (Word, PowerPoint, Excel)
Technologies
Salesforce, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
Responsibilities
Oversee day-to-day servicing of client accounts including delivery of reports and fielding queries; assist with prospecting efforts including research and meeting preparation; partner with teams to develop marketing materials and thematic presentations; collaborate on RFPs and due diligence for new business; support strategic asset allocations and peer analysis; provide analytical support for M&A and partnership opportunities; drive development of new insurance composites; create business management dashboards to track pipeline and wins.
Seniority
Mid-level, hands-on IC
