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Senior Distribution Assistant in Hartford, CT at QuestPro Consultants

Date Posted: 11/18/2018

Job Snapshot

Job Description


The Senior Distribution Assistant will significantly contribute to the PRT deal process from end to end, which includes sourcing and bidding of new deals, the production of proposals and client presentations, liaising with pricing and understanding the actuarially produced prices for our deals, understanding our financial reports and metrics, and management of intermediary relationships.

Responsibilities:

  • Review RFPs, be able to summarize key items and produce responses
  • Create due diligence materials and proposal package materials which will include:
    • Liaising with Pricing, Operations and Legal in order to produce a complete proposal package for PRT deals
    • Developing a deep understanding of our business and portray this understanding to those companies who conduct due diligence on us.
  • Have an understanding of the actuarial principles behind pricing PRT deals. Work with the Pricing team to ensure a competitive and profitable pricing process. 
  • Maintain deal pipeline and develop relevant market statistics
  • Conduct PRT market research/analysis
  • Establish and maintain relationships with brokers and consultants in the PRT market to ensure market opportunities are identified and executed.
  • Special projects, additional responsibilities as needed


Qualifications:

College Degree (BA / BS) required. Degree in Actuarial Science, Mathematics, Finance, Accounting or other quantitative related field is required.


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