Allianz

16 hours ago

Commercial Trainee (PT)

✓ 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

Support the commercial activity by managing leads and opportunities, maintaining contacts, and monitoring activity in Salesforce. Help prepare commercial proposals and support new-business process reviews using internal platforms. Assist with KYC documentation, support client guarantees during proposal and policy issuance, and collaborate with multiple company areas to follow internal processes. This temporary role (6–8 months) is located at the Lisbon headquarters and supports the Distribution and Business Development team.

Location: Portugal

Workplace: Onsite

Employment Type: Temporary

Job Function: Data Science & Machine Learning

Seniority: Graduate level

Key Responsibilities

•Support commercial activity by recording leads and opportunities, updating contacts, and monitoring activity in Salesforce.
•Contribute to preparing commercial proposals and reviewing new business processes using internal platforms.
•Ensure KYC processes are completed and prepare documentation needed for business analysis and approval.
•Assist with preparation and follow-up of client guarantees during proposal and policy issuance.
•Collaborate with different company areas to follow internal processes.

Key Requirements

•Higher education in Management, Economics, or Finance.
•Interest in B2B commercial area.
•Knowledge of the specifics of the Portuguese economic fabric.
•Strong organization and ability to manage priorities.
•English level for spoken and written communication (B2 or higher).

Education:Bachelor's

Skills:Customer service orientationProactivityWritten and verbal communicationTeamworkProblem-solving

Languages:English

Tech Stack:Salesforce

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

Commercial Trainee (PT)

✓ 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: Portugal

Workplace: Onsite

Employment Type: Temporary

Job Function: Data Science & Machine Learning

Seniority: Graduate level

Key Responsibilities

•Support commercial activity by recording leads and opportunities, updating contacts, and monitoring activity in Salesforce.
•Contribute to preparing commercial proposals and reviewing new business processes using internal platforms.
•Ensure KYC processes are completed and prepare documentation needed for business analysis and approval.
•Assist with preparation and follow-up of client guarantees during proposal and policy issuance.
•Collaborate with different company areas to follow internal processes.

Key Requirements

•Higher education in Management, Economics, or Finance.
•Interest in B2B commercial area.
•Knowledge of the specifics of the Portuguese economic fabric.
•Strong organization and ability to manage priorities.
•English level for spoken and written communication (B2 or higher).

Education:Bachelor's

Skills:Customer service orientationProactivityWritten and verbal communicationTeamworkProblem-solving

Languages:English

Tech Stack:Salesforce

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