Client relationship managment role, supporting assigned accounts at renewal and throughout the year to ensure a positive customer journey and high client retention.
Main tasks;
Renewal & New Business Management
Prepare and issue renewal documentation for assigned accounts within agreed timeframes and high level of quality
Ensure regular and pro-active client engagement and support by phone/email throughout the renewal process to ensure a high renewal retention rate as determined by Management.
Negotiate renewal internally and externally to achieve favourable outcome for both sides
Communicate and document all agreements and requirements for the renewal
Prepare RM renewal documentation when required
As part of the renewal process actively inform brokers/clients in respect of any targeted company initiatives
Account Management
Manage own assigned portfolio of accounts based on the Client Value Proposition
Build and maintain long term successful relationships with the client
Anticipate future needs, challenges and developments where possible
Document and regularly maintain all relevant information in Salesforce
Communicate relevant information to various other areas
Provide back up and support to client teams where required
Client Experience
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
With support identify and implement efficient solutions to client’s requirements and challenges
Ensure escalations are referred to Manager to ensure a swift and client centric resolution
Seek, document and share feedback from client on service delivery via NPS surveys
Experience required
Minimum of one years work experience in a client focused role within a Financial Services environment
Experience in a customer focussed environment, producing accurate work within tight deadlines
Completion or progress towards the Irish Insurance Examinations or equivalent foreign qualification
Knowledge of MS Office (Outlook, Word, Excel, PowerPoint
Knowledge of Salesforce an advantage
DETAILS TO REGISTER FOR THIS JOB:
https://careers.allianz.com/job/Client-Account-Executive/931419801/Applied For Many Jobs, But Didn't Get Any Interview Calls? Apply For This Job Using a Branded ATS-compliant CV from Dubai-Forever.Com.
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