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
• Pro-actively 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
• Pro-actively 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
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.
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.
Join us. Let's care for tomorrow.
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