- Prepare and issue renewal documentation for assigned accounts within agreed timeframes and high level of quality
- Ensure regular and pro-active Intermediary/Partnership engagement and support by phone/email throughout the renewal process to ensure a high renewal retention rate as determined by Management.
- Communicate and document all agreements and requirements for the renewal.
- Prepare RM renewal documentation when required for all departmental product lines.
- As part of the renewal process actively inform brokers/clients in respect of any targeted company initiatives.
- Maintenance of client files in accordance with department procedures.
- Keep up-to-date with procedural developments within the KAM department and ensure that all work is done in accordance with these including Allianz Care Sales Guidelines and the new regulations introduced in certain markets.
- Follow-up on renewals issued and on missing information in order to incept the renewal.
- Obtain fully signed off documentation in relation to the regulations of each renewal per assigned country.
- Provide reports on daily/weekly activity in line with department procedures
- Responsibility for Health, Safety and Welfare within team (please refer to the Company's Safety Statement for full list of responsibilities).
- Easy, quick and high quality interactions with all touch points and escalation resolution in a swift and client centric manner where required.
- With support identify and implement efficient solutions to client's requirements and challenges
- Ensure escalations are referred to Manager to ensure a swift and client centric resolution
- Seek, document and share feedback from client/intermediary/partners on service delivery via NPS surveys
- Support the sales process for potential new clients for assigned region.
- Minimum of one year's work experience in an administrative commercially focused role within a Financial Services environment
- Experience in a customer focussed environment, producing accurate work within tight deadlines
- Knowledge of MS Office (Outlook, Word, Excel, PowerPoint)
- Knowledge of Salesforce a distinct advantage
- A strong administrative-focused individual with good interpersonal and communicative skills
- Good problem solving skills
- A high level of results/goal orientation in a fast paced, target oriented environment
- Takes ownership and responsibility for the task/duties assigned to them
- High attention to detail
- Team player
- Highly motivated individual possessing the ability to work under pressure and to meet tight deadlines and service standards
Account Support Executive - Dubai, United Arab Emirates - AWP Health & Life SA
Description
What you do
Renewal Management
Administrative activities
Client Experience
New Business (when required)
What you bring
Experience Required
Behaviour/Values
37990 | Sales & Distribution | Professional | Non-Executive | Allianz Partners | Full-Time | Permanent
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.
We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.
Great to have you on board. Let's care for tomorrow.
Note: Diversity of minds is an integral part of Allianz' company culture. One means to achieve diverse teams is a regular rotation of Allianz Executive employees across functions, Allianz entities and geographies. Therefore, the company encourages its employees to have motivation in gaining varied skills from different positions and to collect experiences from across Allianz Group.