Insurance Portfolio Development Specialist

1 day ago


Croydon, Greater London, United Kingdom Allianz Popular SL. Full time
Key Responsibilities

Develop and manage a portfolio of new direct individual client accounts to achieve individual, team, and global targets within the direct channel for individual business.

Key Skills and Qualifications

  • Strong sales and pipeline management experience
  • Excellent phone manner and communication skills
  • Ability to identify leads and opportunities, prioritize them, and achieve sales targets
  • Customer follow-up and lead actioning within agreed SLAs
  • Liaising with underwriting and sales support regarding missing or further information requested to complete the application process
  • Negotiation in conflict situations to achieve a win-win outcome
  • Solving problems and proactively establishing client satisfaction
  • Continual training and education to keep pace with product modifications, industry trends and changes, and sales knowledge
  • Fostering positive relationships with internal stakeholders to achieve the best outcome for the client

Personal Qualities

  • Perseverance
  • Customer-focused and strong service orientation
  • Strong interpersonal and communication skills
  • Ability to effectively communicate verbally and in writing
  • Excellent problem-solving skills
  • Highly motivated with a positive attitude and innovative approach
  • Ability to work under pressure and meet tight deadlines and service standards
  • Capable of prioritizing work and working on own initiative
  • Strong organizational, time management, and negotiation skills
  • Proven sales skills and business acumen

At Allianz, we care for our employees, their ambitions, dreams, and challenges, which makes us a unique employer. We believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer.



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