Religious & Education Customer Relationship Executive

at  Allianz Ireland

REQUIRED EXPERIENCE AND QUALIFICATIONS

Essential Criteria

• Minimum of 3 years’ experience in Commercial Insurance.
• Full driving license.
• Excellent negotiation and communication skills.
• Excellent organisation and time management skills.
• APA, CIP, Dip CII, Grandfathered or ACII

Desirable Criteria

• Religious and Education market knowledge.
• Prior experience successfully managing customer relationships.
• Prior experience of managing multiple deadlines and priorities.
• Demonstrated ability to negotiate and influence people.

• Develop relationships with existing customers in the region of responsibility to ensure productive and sustained working relationships and retention of business.
• Seek out, build, foster and maintain new working relationships, networks and alliances to meet goals and achieve results.
• Proactively manage and service a portfolio of customers and stakeholders in the region of responsibility based on a service plan to effectively manage customer relationships.
• Prepare post customer visit reports within agreed an SLA, utilising Salesforce to record visit details and the actions arising following customers visits.
• Identify profitable growth opportunities through interaction with direct customers and collaboration with other teams i.e. Underwriting/Operations/CRM.
• Understand and communicate the Allianz approach to underwriting and pricing in customer engagements and communications.
• Act as the escalation point for customers in the region of responsibility and collaborate with colleagues across the business to deliver optimal outcomes for our customers.
• Play an active role in Religious and Education Customer team projects e.g. Property Reviews, Pupil Personal Accident Group & Process Improvements.
• Support the Customer Relationship Manager for Religious and Education to deliver strategic and operational goals.
• Represent Allianz at customer and market forums/seminars as required.
• Maintain high ethical standards and ensure compliance requirements, procedures and protocols are adhered to.