Client Solutions Associate

Job Description

Salary:

The Opportunity

At Martello Re, we are building a distinctive reinsurance offering grounded in exceptional client service, innovative solutions, and advanced data analytics. We are committed to attracting top talent and empowering individuals to make meaningful contributions while advancing their careers. Our dynamic, high-energy environment fosters collaboration and encourages bold thinking at all levels. At the same time, we maintain a steadfast focus on long-term financial strength to serve the best interests of our cedants and their policyholders.

We are seeking an individual who is interested in growing with our company and taking on new and exciting opportunities as the business evolves.

Key Duties and Responsibilities

Prepare materials for internal and external audiences (pitch books, RFP responses, board materials)

Research and analyze data including annual reports, 10-ks, earnings reports

Prepare market and competitor analysis to support the development of client strategy

Track and document relevant market activities (M&A, block transactions, etc.)

Draft call notes and prepare periodic reports

Coordinate review and execution of legal documentation (non-disclosure agreements, contracts, amendments, etc.)

Maintain origination efforts and pipeline activity up to date in Salesforce

Assist with new transaction management and execution working closely with the deal team (Actuarial, Finance, Investments, Operations, Risk & Legal)

Assist with the onboarding of new clients

Provide superior service level and support for existing clients by keeping track of outstanding items, issues and initiatives and ensure those are resolved in a timely manner

Work on ad-hoc projects related to strategic partnerships with investors and asset managers

Perform other duties as assigned

Required Education and Experience

5+ years of experience in the financial services industry in business development, investment banking, relationship management or sales role

Bachelors degree in business, finance, actuarial science or equivalent work experience

Required Skills

Attention to detail, analytical and a proactive approach to problem-solving.

Self-starter and willingness to take on new assignments as the business evolves

Comfortable interacting with internal and external stakeholders at all levels within the organization

Strong working knowledge of Microsoft products

Professional attitude

Excellent organizational, communication, and interpersonal skills.

Proficient in managing multiple tasks and meeting deadlines.

High ethical standards and integrity.

Ability to work independently and as part of a team.

Preferred Skills

Experience dealing with external clients

Familiarity with Salesforce

Knowledge of the U.S. life and annuity insurance/reinsurance market

Location and Travel

Periodic travel to Martello Res offices for internal meetings, as needed.

Note to Recruitment Agencies

We kindly request that you do not forward any resumes to Martello Re employees unless specifically requested for this position or other roles within our organization.

Martello Re bears no responsibility for fees related to unsolicited resumes.

Note to Applicants

Personal Information collected is used for recruitment purposes only and will be shared with hiring managers and those involved in the hiring process. We may retain your personal information for a reasonable period in compliance with applicable regulations, typically one year post application submission, to enable us to match your details with other suitable job opportunities that may arise from time to time, unless otherwise requested. Please refer to Martello Res Privacy Notice for further information on your rights and how we protect your personal information:Privacy Notice Martello Re.

Full-time