Sales Solution Executive

What you do 

 

To provide support to the Sales function by responding to sales enquiries, issuing Life & Disability, Medical quotations and overseeing the initial preparations involved in incepting new business. The role will involve day to day contact with potential new and existing corporate schemes, intermediaries and with various internal departments to support growth initiatives across the business.

 

Your key responsibilities will include, but are not limited to, the following:

 

• Ensure quoted proposals for defined client size (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
• Pro-actively and collaboratively work with the Pricing Team to ensure proposals are issued on time and to a high standard
• Tailoring of complex Tables of Benefits and terms to match potential clients current level of benefits
• Ensure internal guidelines for matching Table of Benefits are adhered to
• Support tender responses for New and existing Clients when required
• Support the sales process by pro-actively reaching out to Sales Managers, Brokers and Clients
• Create quotation documents and issue  
• Document and regularly maintain all relevant information in Salesforce
• Follow up with direct clients
• Ensure feedback is analysed from failed opportunities or any part of the process to identify areas of improvement
• Track unsuccessful opportunities for the next years renewal and pro-actively follow up and ask client/broker can we quote again
• Implementation of clients ensuring a smooth and seamless transfer
• Obtain fully signed off documentation in relation to the hand-over of new business to Operations
• Discuss and negotiate contract amendments with the Legal department and other relevant teams
• Pro-actively follow up on Company contracts until signed agreement has been received. 

 

Other requirements 

 

• 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
• Identify and implement efficient solutions to client’s requirements and challenges
• Ensure tailored processes, products and services are documented and optimised over time to improve efficiency

 

What you bring 

 

• Experience of at least 2 years in a Corporate Group Risk function (Life and Disability) / Medical insurance department
• Experience 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

 

What we offer 

 

As an equal opportunity employer, Allianz Partners recognizes that our strength lies in our people and we are committed to diversity and inclusivity. So if you would like to be part of a global company that offers international career opportunities, kick-start your career and dare to join us!

For more information, please visit: www.allianz-partners.com
 

38630 | 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. 
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.
Great to have you on board. Let's care for tomorrow.
Note: Diversity of minds is an integral part of Allianz’ company culture. One means to achieve diverse teams is a regular rotation of Allianz Executive employees across functions, Allianz entities and geographies. Therefore, the company encourages its employees to have motivation in gaining varied skills from different po