The Role
As Manager, Client Solutions you will support the Head of Protection, India in achieving our new business plan and in managing how we are perceived by our Protection clients in the India market. You will help to manage client relationships- forming deep relationships across the business, developing in-depth knowledge of our clients needs as well finding creative ways to tackle challenges. Supporting client relationships includes setting client strategies and working collaboratively with others to execute these strategies.
As part of the role you support the negotiation and implementation of new treaties within our business. You will also be a significant contributor to the co-ordination of client work across all Pacific Life Re departments and manage client communications. Maintain accurate and up to date information on client contact, opportunities, actions and treaty work in our CRM system is expected for all client facing roles. Drive forward ad-hoc initiatives that improve the way we work and the service we provide to clients.
Duties
Client Management
- Support the management of existing client relationships for their client portfolio through client meetings, presentations and identifying gaps and opportunities for new relationships
- Work with the Head of Protection, India and all relevant teams across PL Re to ensure high service standards are maintained in relation to client queries and requests
- Supporting the Head of Protection, India to produce timely, high quality responses to client invitations to tender for their client portfolio and to ensure the Quote Process is adhered to
- Promote PL Re through presentations and attendance at industry conferences.
Business Management & Implementation
- Liaise and maintain relationships with key internal stakeholders including the Protection Pricing, Underwriting and Claims Directors.
- Support business implementation projects with the Operations & Corporate Actuarial teams, including the implementation and handover of new Protection treaties and addenda.
- Take ownership of the quarterly new business MI, leading discussions with the Operations team on the data received by clients and discussing variations with the wider BD team to understand the movements.
- Update the quarterly protection market overview based on ABI data and provide commentary on key changes for the wider team.
- Support the Protection Business planning and budgeting process, working with the Head of Protection, India.
Innovation & Technical Perception
- Support the India Market Leadership team in the implementation of new project initiatives.
- Challenge current client meeting content and support improvements across general quality, technical detail and communication, to help us continue to stand out in the market.
- Work with internal stakeholders to take advantage of existing technical work and ensure knowledge isn't lost that may beneficial in client communication.
- Support Head of Protection, India in continually and proactively looking to put ourselves in the clients shoes and develop new analysis streams that add value to the reinsurance relationship.
Treaty & Contract Work
- Support treaty and addenda negotiation and implementation with their clients
- Produce first draft treaty documentation, with input and review from the Head of Protection, India where necessary
- Liaise with internal stakeholders in DBS, Underwriting and Claims, Pricing and Legal to incorporate their views and ensure appropriate review takes place before contracts are finalised
- Ensure the Treaty Authority is adhered to and audit trails are documented in line with agreed processes and
- Support management of treaty pipeline for clients and provide updates internally as required.
Candidate Requirements
Qualifications
- Actuarial, Mathematics, Economics or Science-based degree, and
- Qualified Actuary/Nearly Qualified with at least ten years experience in the Protection market in Asia, and more specifically some experience India (or equivalent qualification or experience) is preferred
Knowledge & Experience
- Understanding of protection experience and the drivers for changing claims and persistency rates
- Knowledge and understanding of the key product features on the various long-term protection products
- Knowledge and understanding of different reinsurance structures used in the Indian Protection Market.
