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- Tasks: Join us as an Insurance Associate, managing client accounts and organizing impactful events.
- Company: Be part of a leading asset management firm focused on insurance solutions.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration.
- Why this job: This role offers hands-on experience in the insurance industry and a chance to make a real impact.
- Qualifications: Bachelor’s degree in Finance, Economics, or Marketing; 5+ years in asset management required.
- Other info: Ideal for those passionate about client relations and eager to develop their professional skills.
The predicted salary is between 42000 - 84000 £ per year.
Job Description
Responsibilities
- Arranging meetings, preparing thorough prep memos, conducting research on insurance company public filings to understand potential opportunities/areas of focus.
- Creating presentation materials for meetings and finals, determining contact information for new prospects, tracking and delivering follow-up items post meetings, facilitating RFPs/questionnaires, managing contact lists for marketing materials, as well as occasionally hosting meetings in partnership with our Insurance Advisor or on their own.
- Plan and manage client and prospect events for the Insurance Team (pre-event organization, onsite execution, attendee data management, senior management liaison, etc.)
- Oversee all aspects of the day-to-day servicing of existing insurance client accounts. This may include delivery of client reports and materials, fielding ad-hoc client queries, gathering of critical data to quickly respond orally and in writing to client information requests, coordinating meetings, creating agendas, arranging portfolio reviews, writing and consolidating prep notes, preparing review presentations, ensuring that all materials are prepared in a timely manner, and routing transactional requests.
- Responsible for the maintenance of the CRM database (Salesforce) and for tracking client contacts and meetings with clients and prospects, including distribution of conference and meeting notes.
- Develop and maintain a suite of materials for each investment strategy that the fims offers to insurance companies and a suite of thematic oriented or platform presentations including
- Work with the firm’s Portfolio Managers on presentations for industry events and work with Insurance Marketing on conferences, events and symposiums.
- Collaborate with the RFP team on all Request for Proposals for new business with insurers including ensuring that the RFP team’s language describing the firm's insurance capabilities aligns with our positioning and that they have up-to-date descriptions of all new insurance strategies.
Required Experience
- Bachelor’s degree, preferably in Finance, Economics, or Marketing, and an excellent academic record
- At least 5 years of experience working for an Asset Management Firm
- Must have expereicne of working closely with Insurance clients and be able to demonstrate this
- Track record of outstanding performance and achievement
- A belief that client is first and the ability to influence and lead others to prioritize in that way
- Ability to collaborate across all levels of the organization
- Exemplary relationship building skills
- Exceptional verbal, written communication, and presentation skills
- Proven track record in meeting deadlines with keen ability to multi-task and prioritize
Insurance Associate employer: William Blake Group
Contact Detail:
William Blake Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Associate
✨Tip Number 1
Familiarize yourself with the insurance industry and current trends. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the market.
✨Tip Number 2
Network with professionals in the asset management and insurance sectors. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples from your past experience that showcase your ability to manage client relationships and deliver exceptional service. Highlight any successful projects or initiatives you've led.
✨Tip Number 4
Be ready to demonstrate your proficiency with CRM tools, especially Salesforce. Familiarity with these systems can set you apart and show that you're prepared to hit the ground running.
We think you need these skills to ace Insurance Associate
Some tips for your application 🫡
Tailor Your Resume: Make sure your resume highlights relevant experience in asset management and working with insurance clients. Use specific examples that demonstrate your ability to manage client accounts and deliver exceptional service.
Craft a Compelling Cover Letter: In your cover letter, express your passion for the insurance industry and how your background aligns with the responsibilities outlined in the job description. Mention your experience with CRM systems like Salesforce and your ability to create impactful presentation materials.
Showcase Communication Skills: Since exceptional verbal and written communication skills are crucial for this role, consider including a brief example of a successful presentation or report you created in the past. This will help illustrate your capabilities.
Highlight Team Collaboration: Emphasize your ability to collaborate across all levels of an organization. Provide examples of how you've worked with different teams, such as marketing or portfolio managers, to achieve common goals.
How to prepare for a job interview at William Blake Group
✨Showcase Your Experience with Insurance Clients
Make sure to highlight your previous experience working closely with insurance clients. Be prepared to discuss specific examples of how you've successfully managed client relationships and addressed their needs.
✨Demonstrate Strong Communication Skills
Since the role requires exceptional verbal and written communication skills, practice articulating your thoughts clearly. Prepare to present a mock presentation or discuss how you would handle client queries effectively.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to prioritize tasks and manage multiple responsibilities. Think of scenarios where you had to juggle various projects and how you ensured deadlines were met.
✨Familiarize Yourself with CRM Tools
Since maintaining the CRM database is part of the job, be ready to discuss your experience with Salesforce or similar tools. Highlight any specific achievements related to data management and client tracking.
