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Job description / Role
Allianz Partners is a global leader in assistance and insurance services, with diverse solutions spanning travel insurance, assistance, mobility, international health & life and direct sales. Allianz Partners is at the forefront of the Allianz B2B2C offering, meaning that our products are embedded seamlessly into our partners' businesses or sold directly to customers. Allianz Partners has over 19,400 colleagues around the world and we have operations in over 75 countries.
By caring about people, Allianz Partners fosters a culture where its employees are empowered to collaborate, push the boundaries and challenge the industry.
ROLE PURPOSE
To provide support to the Sales function by responding to sales enquiries, issuing quotations and overseeing the preparations involved in incepting new business.
KEY RESPONSIBILITIES
Key responsibilities will include, but are not limited to, the following:
- Ensure that book rated and experience rated proposals (and re-quotes) are issued within agreed turnaround times of receipt of full information. Pro-actively follow up with Sales Managers, Clients and Brokers to obtain any missing details
- Ensure compliance with internal sales and product guidelines
- Support the sales process for small to medium & large clients by pro-actively reaching out to Sales Managers, Brokers and Clients
- Proactively and collaboratively work with the Pricing Team to ensure proposals are issued on time and to a high standard
- Create quotation documents using Salesforce
- Document and regularly maintain all relevant information in Salesforce
- Implementation of new clients ensuring a smooth and seamless transfer
- Obtain fully signed off documentation in relation to the hand-over of new business to Operations
- Proactively follow up on Company contracts until signed agreement has been received.
- Provide a positive and engaging client experience
- Easy, quick and high quality interactions with all touch points and escalation resolution in a swift and client centric manner
Requirements
KEY REQUIREMENTS
- Experience of at least 2 years in a customer and quality focused environment, producing accurate work within team turnaround times.
- Educated to degree standard
- Knowledge of Salesforce
- Customer focused
- Strong Communication (verbal & written) and Interpersonal Skills
- Strong time management skills and ability to work well under pressure
- Results Driven
- Strong Knowledge of Microsoft Office (Excel, Word)
- Completion or progression towards Diploma in Private Medical Insurance
Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.
About the Company
With over 159,000 employees from 172 nationalities across more than 70 countries, we are one of the world's most trusted insurance and asset management companies. We offer a broad range of products and services in property/casualty insurance, life/health insurance, and asset management. We have our largest operational presence in Europe, and our parent company, Allianz SE, is headquartered in Munich, Germany. From jobs in Actuarial, Business and IT to Inhouse Consulting and Investment Management - your opportunities are endless!