Employee Benefits - Account Manager

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. 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.

Desired Candidate Profile

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.