Job Responsibilities:

• Acquire and manage EB leads, client relationships by handling the full sales cycle, and collaborating with distribution channels to drive growth, service quality, and financial targets.
• Prepare and deliver presentations to board by collaborating with the market management team and tailoring EB solutions to effectively communicate value and support client understanding.
• Develop and maintain reports, forecasts, and schedules by tracking performance data and structuring business information to support decision-making.
• Assess client needs and benefits structures by analyzing requirements and working with management and investment teams to design tailored EB solutions aligned with client objectives.
• Gather and share market and competitor intelligence by collecting industry data and analyzing competitor activities to support strategic planning and decision-making.
• Manage policy renewals and negotiations by reviewing proposals, addressing competitive offers, and engaging with clients to ensure timely renewals and portfolio profitability.
• Implement cross-selling and up-selling strategies by identifying opportunities within existing clients and leveraging product offerings to maximize revenue and customer satisfaction.
• Assess client risk appetite and investment preferences by evaluating portfolios and collaborating with the investment team to provide suitable investment solutions aligned with client needs.
• Present account-specific business plans by analyzing client data and structuring strategic proposals to maintain long-term relationships and drive performance.

Standardized Responsibilities:

• Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner.
• Follow and implement the day-to-day operations related to own job to ensure continuity of work within required SLA.
• Comply with all relevant regulations and internal Allianz policies and code of conduct to maintain Allianz’s sound legal position and mitigate any potential risk.

Required Qualifications:

• Bachelor’s degree in finance, Business administration or a related field.
• 5 - 7 years of experience in Account Management or Corporate Sales, preferably within the insurance industry.