Client Account Executive

؜ - ؜الإمارات ؜ -

تفاصيل الوظيفة

Client relationship managment role, supporting assigned accounts at renewal
and throughout the year to ensure a positive customer journey and high client
retention.


Main tasks;
Renewal & New Business Management
* Prepare and issue renewal documentation for assigned accounts within agreed timeframes and high level of quality
* Ensure regular and pro-active client engagement and support by phone/email throughout the renewal process to ensure a high renewal retention rate as determined by Management.
* Negotiate renewal internally and externally to achieve favourable outcome for both sides
* Communicate and document all agreements and requirements for the renewal
* Prepare RM renewal documentation when required
* As part of the renewal process actively inform brokers/clients in respect of any targeted company initiatives


Account Management
* Manage own assigned portfolio of accounts based on the Client Value Proposition
* Build and maintain long term successful relationships with the client
* Anticipate future needs, challenges and developments where possible
* Document and regularly maintain all relevant information in Salesforce
* Communicate relevant information to various other areas
* Provide back up and support to client teams where required


Client Experience
* Easy, quick and high quality interactions with all touch points and escalation resolution in a swift and client centric manner
* Provide a positive and engaging client experience
* 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 on service delivery via NPS surveys


Experience required



  • Minimum of one years work experience in a client focused role within a Financial Services environment

  • Experience in a customer focussed environment, producing accurate work within tight deadlines

  • Completion or progress towards the Irish Insurance Examinations or equivalent foreign qualification

  • Knowledge of MS Office (Outlook, Word, Excel, PowerPoint

  • Knowledge of Salesforce an advantage


Job Level:
Entry Level
Location:
AE
Available until:
‎01/‎06/‎2023
Area of Expertise:
Sales & Distribution
Unit:
Allianz Partners
Employing Entity:
AWP Health & Life SA
Job Type:
Full-Time
Remote Job:
Hybrid working
Employment Type:
Permanent
ID:
‎26782

ملخص الوظيفة

  • المُعلن : Allianz
  • تاريخ الإعلان : 04/05/2023
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • الراتب : -
  • الهاتف : -

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