- Handling accounts of high complexity. Review and interpret source underwriting materials regarding completeness of required information – including broker presentation, slips, underwriting files, reinsurance placements, and accounts/claims experience – and if required, escalation to UW in case of missing information.
- Using all relevant information to populate IT system(s) accurately and efficiently with new and renewed business. Invoice customers and produce all relevant documentation, e.g., policies, certificates, endorsements to broker (or client, co-insurers in a timely and accurate manner.
- Chase and reconcile premiums exploiting underwriting file and system entries in close collaboration with Credit Control. Liaise with underwriters, brokers, co- and reinsurer, to ensure timely premium payment.
- Manage own daily, weekly, and monthly workflow to ensure key performance indicators and service standards are met. Adherence to risk management and compliance procedure. Ongoing monitoring, maintenance, and follow-up of all accounts in the respective responsibility and escalation, if required.
- Develop effective working relationships with internal and external customers, including Underwriting, Accounts/Credit Control, Reinsurance Accounts and Brokers, attending relevant meetings, as required.
- Previous experience in a role similar in a global or large corporate client service team. Demonstrated experience in a client management role at a Broker or previous underwriting experience would be highly preferred.
- Extensive insurance knowledge in global insurance business, property, general liability or financial lines will be highly regarded.
- Excellent verbal and written communication skills, capable of communicating with clarity, impact, and influence.
- Solid understanding of relevant products, wordings, terms, conditions, and coverages, including reinsurance.
- Intermediate to advanced level of understanding of policy administration life cycle, including information collection, policy issuance, premium bookings, credit control, and cancellation.
- Ability to manage internal client expectations to ensure matters are appropriately triaged and dealt with in accordance with an agreed timeline and scope.
- Be part of a team that's open-minded, supportive, and genuinely focused on customer outcomes.
- A sense of belonging in the workplace, where you are welcomed and encouraged to bring your most authentic self to work.
- An employer that is committed to supporting your work/life balance and is always open to conversations about flexible & remote working.
- Access to over 10,000 on-demand learning resources and programs, to support you in taking control of your career development.
- Insurance products. Deals and discounts across a great range of retail, tech, and travel brands, and offers for health and well-being.
- Initiatives to support your financial wellness through selected discounted Allianz insurance products, superannuation matching, salary sacrificing, novated leasing and our referral bonus scheme.
- The opportunity to take part in our Employee Share Purchase Program- own a piece of your employer.
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Senior Account Manager - Sydney, Australia - ALLIANZ AUSTRALIA SERVICES PTY LTD
Description
Senior Account Manager – Commercial (Major and Specialty Accounts) | Sydney, NSW
At Allianz, we're proud to be one of the world's leading insurance and asset management brands, with a workforce as diverse as the world around us.
We care about our customers, which is why we hire the very best people to further our commitment to securing the future of our customers, partners, and the community so we're ready when they need it most.
We offer our people a workplace where everyone feels like they belong, while promoting a culture of lifelong learning, development, and global mobility. Join us and share your ideas, be inspired, give back and feel proud to be a part an organisation doing meaningful work that matters like tackling climate change, mental health, and well-being.
Let's care for tomorrow, so we can create a better future together, for everyone.
The primary purpose of this role is to provide an effective and efficient administration and processing service to underwriting, accounts, claims, credit control, and brokers/clients.
You'll be responsible for:
About you:
What's on offer?
About Allianz
At Allianz, we care about everything that makes you, you. We believe in an equitable workplace that celebrates diversity and inclusion, where people of all genders, ages, religions, sexual orientations, abilities, and work statuses are not only welcomed, but valued for the perspectives and talents they bring to work. We are committed to fostering an environment where everyone can thrive, grow, and contribute their unique perspectives to our collective success and reach their fullest potential.
Adjustments and support
If you require any support and adjustments to participate equitably in our recruitment process, we encourage you to reach out to for a confidential conversation.
Join us. Let's care for tomorrow.
#LI-ALLIANZAU #LI-Remote #LI-Hybrid #LI-Onsite
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