AVP/Insurance Relationship Manager
Core
Primary point of contact for institutional insurance clients (general account assets), managing relationships, delivering client service, and driving new business development.
Role type
AVP/Insurance Relationship Manager
Builds
Strategic partnerships and new business pipelines for institutional insurance clients
Domain
Asset Management / Insurance Investing
Deliverable
client delivery
Required skills
Institutional relationship management, Fixed income investing, Multi-asset investing, Client coverage strategy, RFP and due diligence support, Cross-functional coordination
Preferred skills
Insurance general account assets experience, Statutory accounting knowledge, RFP process experience, CFA/CAIA/MBA designation
Technologies
Salesforce.com, Microsoft Office Suite
Responsibilities
Serve as primary day-to-day contact for a portfolio of insurance company clients, Develop and maintain client coverage plans, Partner with investment teams to align client objectives with solutions, Lead regular client engagement activities including portfolio reviews, Support prospecting and new business lifecycle phases, Coordinate firm-wide resources to deliver proactive solutions
Seniority
Senior, hands-on IC