Allianz

16 hours ago

Telephone Account Manager (Home, GB, HOME BASED)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Manage a portfolio of smaller and medium-sized broker accounts on a Personal Broker Distribution team, building strong relationships through telephone, email, and virtual engagement. Serve as the day-to-day contact for broker queries, coordinate internal support, and review account performance to identify growth opportunities, trends, and risks. Proactively drive retention by resolving issues effectively, while preparing trading updates and maintaining accurate records in company systems.

Location: Anywhere

Workplace: Remote

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Manage an allocated portfolio of broker accounts, supporting growth, retention, and trading performance.
•Build and maintain broker relationships through regular telephone, email, and virtual engagement.
•Act as the day-to-day contact for broker queries and coordinate support from internal teams where required.
•Review account performance and trading activity to identify growth opportunities, trends, and risks; escalate significant risks and issues to Account Managers and Distribution leaders where appropriate.
•Prepare trading updates and materials for broker reviews and internal meetings; maintain accurate records, contact plans, and account activity in company systems.

Travel: Low travel

Pay and Benefits

Salary: GBP 40,000 annually

Perks:PensionAnnual BonusPaid Leave

Key Requirements

•Experience within insurance, financial services, sales support, customer relationship management, or account management.
•Strong telephone communication and relationship-building skills with a customer-focused approach.
•Ability to manage multiple priorities and work effectively to deadlines.
•Experience using management information and data to support decision-making and performance monitoring.
•Proficiency in Microsoft Office, particularly Outlook, Excel, and PowerPoint.

Experience:InsuranceFinancial services

Skills:Relationship-buildingCommunicationOrganizational skillsAttention to detailCollaborationCommercial awarenessProblem-solvingStakeholder managementRecord-keeping

Tech Stack:Microsoft OfficeOutlookExcelPowerPointArtificial Intelligence

Company Brief

Allianz

Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Munich, Germany

Founded: 1890

Website LinkedIn

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Allianz

16 hours ago

Telephone Account Manager (Home, GB, HOME BASED)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Location: Anywhere

Workplace: Remote

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Manage an allocated portfolio of broker accounts, supporting growth, retention, and trading performance.
•Build and maintain broker relationships through regular telephone, email, and virtual engagement.
•Act as the day-to-day contact for broker queries and coordinate support from internal teams where required.
•Review account performance and trading activity to identify growth opportunities, trends, and risks; escalate significant risks and issues to Account Managers and Distribution leaders where appropriate.
•Prepare trading updates and materials for broker reviews and internal meetings; maintain accurate records, contact plans, and account activity in company systems.

Travel: Low travel

Pay and Benefits

Salary: GBP 40,000 annually

Perks:PensionAnnual BonusPaid Leave

Key Requirements

•Experience within insurance, financial services, sales support, customer relationship management, or account management.
•Strong telephone communication and relationship-building skills with a customer-focused approach.
•Ability to manage multiple priorities and work effectively to deadlines.
•Experience using management information and data to support decision-making and performance monitoring.
•Proficiency in Microsoft Office, particularly Outlook, Excel, and PowerPoint.

Experience:InsuranceFinancial services

Skills:Relationship-buildingCommunicationOrganizational skillsAttention to detailCollaborationCommercial awarenessProblem-solvingStakeholder managementRecord-keeping

Tech Stack:Microsoft OfficeOutlookExcelPowerPointArtificial Intelligence

Company Brief

Allianz

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Munich, Germany

Founded: 1890

Website LinkedIn