Insurance Portfolio Development Specialist
3 weeks ago
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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