Manager, New Business

About Howden Private Wealth

With a legacy spanning over four decades, Howden Private Wealth stands as the trusted wealth planning collaborator for some of the world's most prestigious private banks, family offices, and legal and tax advisory firms. Operating as an independent insurance brokerage, the firm specializes in securing insurance solutions tailored for Ultra High Net Worth (UHNW) individuals globally. The company’s presence extends across key international hubs including Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai, and the United States.

Aligned with the broader Howden Group, the organization offers comprehensive service capabilities that cater to varied insurance requirements, ranging from art insurance to political risk cover, delivered through a global network. The Howden Group prides itself on fostering entrepreneurial teams with top-tier expertise, emphasizing a people-first approach that prioritizes client benefits alongside business success.

Key Responsibilities

• Deliver comprehensive administrative support to Sales Consultants to facilitate smooth operations.
• Manage all aspects of Case Management in coordination with Sales Consultants, encompassing stages from initial quotations to policy inception and subsequent phases.
• Act as a liaison among bankers, trustees, insurance carriers, and clients to ensure seamless management of insurance cases.
• Coordinate the scheduling and logistics of medical examinations, including re-tests or additional tests as needed.
• Accompany clients to medical examinations and assist in the collection of relevant client data when necessary.
• Guarantee that all information and application documents are accurately completed, organized, and compliant with standards.
• Maintain strict adherence to compliance guidelines at all stages of the application process.
• Ensure meticulous record-keeping for every application managed.
• Keep updated reports on the status of pending insurance cases and active policies.
• Provide timely and precise reports to bank partners and management teams.
• Handle client-related administrative matters such as travel arrangements and medical reimbursement processes.
• Perform other responsibilities and ad-hoc duties as assigned.

Candidate Requirements

• A bachelor's degree holder, preferably complemented by professional insurance certifications.
• At least three years of pertinent experience with a solid understanding of life insurance products and processes.
• Advanced proficiency in Microsoft Office suite applications.
• Excellent organizational capabilities combined with strong communication skills.
• Ability to handle multiple tasks simultaneously, showcasing robust problem-solving and organizational skills.
• Collaborative team player with strong interpersonal skills conducive to productive work relationships.