Client Manager

  • 37977
  • Life - Actuarial
  • |
  • Ontario, Canada
  • |
  • Aug 17, 2020
  • Assumes full P&L accountability for assigned clients, owning the responsibility for planning, budgeting and achieving both financial and relationship targets.
  • Ensures top-quality planning and execution of Core business, Solutions and Transactions and leads internal and external communication related to origination and negotiation.
  • Supports other members of the team on assigned projects and initiatives.
  • Serves as primary point of contact for assigned clients, Understands client priorities and needs, set appropriate strategy and action plans, and ensures flawless execution, Builds partnerships with key contacts at assigned clients, Drives differentiation, sources new initiatives, originates traditional new business opportunities and expands transactional growth by leveraging the company's full range of capabilities, Establishes negotiation strategies and plays a key role in client negotiations, Manages sensitive client issues, Potential to price certain quotes as Canada L&H adopts the Client Manager with Costing Authority model, Pro-actively retains existing inforce business.
  • Leads high performing Client Leadership Teams for each assigned client, Manages client and internal communication, Facilitates interaction with, and input by, the company experts as applicable, Develops planning / budgeting in line with marketing plan.
  • Compliance and Controlling: Ensures compliance with all the company guidelines, underwriting and pricing parameters, best practices as well as Code of Conduct, Anti Money Laundering and Conflict of Interest, Ensures accuracy and reliability of financial reporting for assigned clients, Ensures that relevant Group, Divisional and Business Unit deadlines are met at all times.
  • Develops and maintain relevant professional network, both internally and externally, contributes to and provides supports for C-suite and top level meetings, Promotes the company’s brand through industry/conference participation.
  • Some travel required.
  • University degree with a strong financial component preferred.
  • Over 3 years of practice in life and health insurance and reinsurance, and/or investment banking.
  • Broad background encompassing diverse range of functions considered an advantage.
  • Actuarial experience preferred.
  • Motivational coach who promotes teamwork and cooperation across business units and functions.
  • Strong focus on delivering results.
  • Demonstrated ability to create and drive innovative processes, and concepts to support a complex and growing business.
  • Demonstrates the company's personal and leadership imperatives.
  • Excellent written and oral communication skills in English.
  • Multilateral thinking and behavior.
  • At ease with leaving the comfort zone and performing under pressure.
  • Ability to successfully manage conflicts.
  • Open minded, trustworthy and enthusiastic.