Senior Sales Onboarding Executive

at  Allianz Partners

WHAT YOU BRING

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

• Setting up and maintaining products on our systems
• Tailoring products benefits and policy wording and approval of wording with key stakeholders
• Supporting the team in the annual product review and new product developments
• Improving data quality via annual data cleanse
• Checking and updating of product Table of Benefits at renewal stage
• Creation of standard products Table of Benefits at November Review or as appropriate
• Fixing product errors as required (on ad hoc basis)
• Product benefit comparisons as required
• Liaise with internal departments e.g. Pricing for sign off on benefit changes at renewal.
• Pro-actively maintain and update product records in Salesforce of all product ranges.
• Attend training to develop relevant knowledge and skills
• Develop excellent working relationships with internal stakeholders and other departments.
• Assist management team during contract negotiations and take the lead where possible and appropriate
• Supports development and implementation of technical parameters, policies and frameworks for others to work within
• Participate in various operational activities, inside and outside of the Department to ensure that operational service delivery meets and exceed clients’ expectations
• Support the wider Performance & Steering team as required on key topics to ensure we deliver on client need
• Be able to analyse and liaise with other departments to agree on product terms
• Strong Communication (verbal & written) and Interpersonal Skills
• Strong time management skills and ability to work well under pressure, and results driven
• Strong Knowledge of Microsoft Office ( Excel, Word)
• Completion or progression towards Diploma in Private Medical Insurance

WHAT YOU DO

The purpose of this role is to support new business and renewal onboarding, through the setup and management of our propositions on our sales and product systems. The individual will interface with various departments and support growth initiatives across the business.

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

• Setting up and maintaining products on our systems
• Tailoring products benefits and policy wording and approval of wording with key stakeholders
• Supporting the team in the annual product review and new product developments
• Improving data quality via annual data cleanse
• Checking and updating of product Table of Benefits at renewal stage
• Creation of standard products Table of Benefits at November Review or as appropriate
• Fixing product errors as required (on ad hoc basis)
• Product benefit comparisons as required
• Liaise with internal departments e.g. Pricing for sign off on benefit changes at renewal.
• Pro-actively maintain and update product records in Salesforce of all product ranges.
• Attend training to develop relevant knowledge and skills
• Develop excellent working relationships with internal stakeholders and other departments.
• Assist management team during contract negotiations and take the lead where possible and appropriate
• Supports development and implementation of technical parameters, policies and frameworks for others to work within
• Participate in various operational activities, inside and outside of the Department to ensure that operational service delivery meets and exceed clients’ expectations
• Support the wider Performance & Steering team as required on key topics to ensure we deliver on client need
• Be able to analyse and liaise with other departments to agree on product terms
• Strong Communication (verbal & written) and Interpersonal Skills
• Strong time management skills and ability to work well under pressure, and results driven
• Strong Knowledge of Microsoft Office ( Excel, Word)
• Completion or progression towards Diploma in Private Medical Insuranc