Business Development Manager - Institutions at Jubilee Insurance

Role Purpose

The role holder is responsible for proactively identifying and pursuing opportunities for business growth within segregated pension mandates, including developing new client relationships and expanding existing portfolio engagements. The role holder will support client retention by ensuring consistent delivery of high-quality service, maintaining strong stakeholder relationships, and addressing client needs in a timely and effective manner. Additionally, this position contributes to the efficient administration of Retirement Benefits Authority (RBA) regulatory requirements by ensuring full compliance, timely reporting, and adherence to industry standards and best practices.

Main Responsibilities

Institutional Business Development & Growth

• Identify, target, and acquire new institutional clients for segregated pension mandates
• Drive growth in segregated pension mandates
• Manage end-to-end sales cycles including prospecting, pitching, proposal development, and onboarding
• Build strong relationships with trustees, investment committees, HR leaders, CEOs, and institutional decision-makers
• Use market intelligence and competitor insights to shape acquisition strategies and value propositions
• Develop and implement annual segregated pension mandates aligned to company revenue targets

Client Relationship Management & Retention

• Serve as the primary relationship lead for assigned pension schemes and institutional clients
• Conduct quarterly trustee meetings, investment updates, member education sessions, and client reviews
• Manage onboarding, account setup, and documentation in line with regulatory requirements
• Implement client retention, cross-selling, and upselling strategies across portfolio products
• Monitor client satisfaction and proactively resolve service gaps or performance concerns

Product Strategy, Development & Innovation