Associate Director, Account Management
1 month ago
The Associate Director, Account Management, will lead the development of strategic account plans and relationships, driving business growth through partnerships and collaborations.
Key Accountabilities- Partner with senior sales teams to identify new business opportunities and drive account proposals.
- Lead components of large-scale projects or manage smaller projects to achieve engagement and budget objectives.
- Strengthen industry relationships through delivering high-quality work, following regulatory updates, involvement in industry-led events, and frequent interaction with local clients.
- Oversee and guide junior team members, ensuring high-quality work product that conforms to WTW Excellence standards.
- Share expertise and strategic insights with colleagues to drive team growth and contribute to overall business development.
- Provide mentorship and coaching to junior staff, supporting their professional development and career advancement.
- Conduct thorough technical reviews to ensure high-quality work product that conforms to WTW Excellence standards.
- Support client correspondence by playing a lead role in preparing for meetings and written or verbal communications with clients.
- Contribute to the development of intellectual capital to strengthen our service offerings through research, publication of articles, participation in industry events and WTW webinars, podcasts, etc.
- Support revenue growth by meeting billable hour expectations and assisting in the sales process as part of broader client relationship management teams.
- Maintain professional credentials by utilizing WTW's competitive student program or completing SOA Continuing Education (CE) requirements.
Requirements
- Minimum 7 years of experience in an actuarial role at a life insurance company, consulting firm, or financial services organization.
- Familiarity with regulatory capital regimes; experience with Bermuda is a plus.
- Excellent oral and written communication skills, with the ability to clearly convey findings, recommendations, and work products to clients, peers, and junior team members.
- Proven ability to translate complex technical concepts for both technical and non-technical audiences.
- Demonstrated ability to collaborate effectively across different disciplines and work styles, with a willingness to share knowledge.
- Experience in managing and directing project teams and meeting deadlines.
- Strong technical proficiency in programming languages (e.g. Microsoft Excel with VBA, SQL, Python, or R) and/or financial modeling software (e.g. GGY AXIS, Risk Agility, MG-ALFA, Moses, Prophet, Slope, or Polysystems).
- Experience in at least one specific life insurance and/or annuity product line, preferably asset-intensive products.
- Expertise in at least one of the following functional areas as applied to the life insurance industry: predictive analytics / data science, experience studies, financial reporting, financial modeling, mergers & acquisitions, product development / pricing, and risk management.
- Self-motivated, proactive learner with a passion for driving new developments.
- Ability and willingness to coach and mentor junior colleagues and foster their professional growth.
- Prior experience in Bermuda life insurance market is a plus.
- Strong multitasking abilities, effectively managing multiple projects and clients while providing timely updates on project status and deliverables.
- Flexibility to put in extra effort to meet client deadlines when necessary.
- FSA or equivalent credential (e.g., FIA) preferred.
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