Lead, maintain and develop key accounts to ensure positive client experience, renewal and maximise profitability through strategic account management
 

Account Management
•    Act as the lead for assigned Region, Country or segment
•    Define the Account Management Strategy for the region, country or segment in conjunction with Sales and in alignment with the overall departmental strategy.   Lobby internally to align priorities.
•    Support/lead the definition and implementation of the departmental strategy in line with the company’s strategic priorities
•    Pro-actively participates in strategic company projects representing the broker/clients interests to ensure client centric solutions are delivered.
•    Act as the account lead for assigned key or strategic accounts based on the Client Value Proposition
•    Lead an account management team for assigned key accounts and support team members where required 
•    Build and maintain excellent long term successful relationships with the client 
•    Continuously seek to deepen understanding of client contacts their background, personalities, drivers and maintain excellent knowledge of the same 
•    Anticipate future needs, challenges and developments and asses impact on the organisation and the relationship 
•    Define strategic 2 – 3 year account plan in conjunction with the relevant areas and pro-actively work on execution
•    Always consider the strategic element and lobby internally so all areas are aligned
•    Gather market intelligence, share with relevant areas and identify implications for key clients to ensure appropriate measures are taken to redress
•    Document and regularly maintain all relevant information in Salesforce 
•    Pro-actively communicate relevant information to various other areas to ensure they have the necessary understanding to make decisions
•    Conduct half yearly internal review meetings for key client to discuss client performance and issues to agree required actions
•    Lead strategic client discussions as well as any client meetings/calls as and when required, as per the guidelines in the Client Value Proposition, where possible
•    Lead account review meetings to discuss claims experience, service performance and client feedback as well as possible future opportunities as appropriate to the CVP
•    In-depth understanding the client’s business and requirements and how it can impact the relationship
•    Pro-actively provide back up and support to client teams where required
•    Recognised as the expert internally on the own area of responsibility

 

Client Experience
•    Easy, quick and high quality interactions with all touch points and escalation resolution in a swift and client centric manner
•    Provide tailored effective, innovative and timely solutions to client’s business challenges
•    Provide a outstandingly positive and engaging client experience all the time
•    Independently identify and implement innovative and efficient solutions to client’s requirements and challenges
•    Independently manage any escalations to ensure a swift and client centric resolution

•    Pro-actively review and analyse client experience results to identify possible areas for improvement
•    Pro-actively seek, document and share feedback from client on service delivery
•    Ensure tailored processes, products and services are documented and optimised over time to improve efficiency
•    Boost client stickiness  

 

Renewals
•    Prepare and issue renewal documentation within agreed timeframes
•    Independently negotiates renewal internally and externally to achieve long term strategic results
•    Support team members in challenging renewal negotiations
•    Pro-actively improve profitability for assigned client portfolio
•    Ensure regular client engagement by phone throughout the renewal process
•    Communicate and document all agreements and requirements for the renewal
•    Leads tender responses for existing clients to provide a comprehensive and tailored response

 

New Business
•    Lead implementation of new clients ensuring a smooth and seamless transfer 
•    Support the sales process for potential new clients
•    Discover and convert opportunities for cross selling additional products or services 
 

Other requirements
•    Acts as technical lead for team on cross functional projects
•    Lead, train and mentor team members 
•    Drives development and implementation of technical parameters, policies and frameworks for others to work within
•    Uses best practices and knowledge of internal or external business issues to improve products or services 
•    Requires detailed, in depth knowledge and significant experience in own discipline and understanding of the broader  business, financials, products/services and the market
•    Serves as the best practice resource within own discipline, or as technical expert on cross functional projects
•    Analyses and resolves highly complex technical problems, with far-reaching impact, that do not have routine solutions and where precedent may not exist 

 

56126 | 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. 
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