Account Manager

🔥 1 hour ago

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Allianz

WebsiteLinkedInAll Job Openings

10,000+ employees

🛡️ Insurance

💸 Finance

💰 $85M Post-IPO Equity - Allianz on 2018-04

Insurance • Finance

Allianz is a global financial services company founded in 1890 that provides insurance and asset management solutions to individuals and organizations across more than 70 countries. The company employs actuaries, advisors, underwriters, lawyers, marketers, and technology specialists, and emphasizes digital transformation and AI skills across roles. Allianz promotes workplace inclusion, privacy-conscious hiring practices, financial education through programs like Allianz School For Life, and engages in sponsorship and recognition programs such as partnerships with the Olympic & Paralympic movements and various workplace and training awards.

📋 Description

• Manage an allocated portfolio of smaller and medium-sized broker accounts, supporting growth, retention and trading performance. • Build and maintain strong relationships with broker contacts through regular telephone, email and virtual engagement. • Act as the day-to-day contact for broker queries, providing solutions and coordinating support from internal teams where required. • Review account performance, trading activity and management information to identify growth opportunities, trends and risks. • Support broker retention by proactively engaging with brokers and resolving issues effectively. • Prepare trading updates, reports and materials for broker reviews and internal meetings. • Maintain accurate records, contact plans, meeting notes and account activity within company systems. • Support wider Distribution team initiatives, broker projects and account management activities. • Ensure all activities are completed in accordance with regulatory, compliance, governance and conduct requirements. • Identify and escalate significant risks, issues and opportunities to Account Managers and Distribution leaders where appropriate.

🎯 Requirements

• Experience within insurance, financial services, sales support, customer relationship management or account management environments. • Strong telephone communication and relationship-building skills. • Ability to manage multiple priorities and work effectively to deadlines. • Experience using management information and data to support decision-making and performance monitoring. • Strong organisational and administrative skills with excellent attention to detail. • Proficiency in Microsoft Office applications, particularly Outlook, Excel and PowerPoint. • Ability to work collaboratively across teams to resolve broker queries and deliver positive outcomes. • Commercial awareness and a customer-focused approach. • Ability to maintain accurate records and documentation. • Strong problem-solving and stakeholder management skills.

🏖️ Benefits

• Flexible buy/sell holiday options • Hybrid working • Annual performance related bonus • Contributory pension scheme • Development days • A discount up to 50% on a range of insurance products including car, home and pet • Retail discounts • Volunteering days