Customer Relationship Executive
We are recruiting a Customer Relationship Executive to join our Religious & Education Customer team.
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The Opportunity
The successful candidate will manage relationships with direct customers including Schools, Parishes and Religious Orders in the North East of Ireland by working closely with colleagues across the business to deliver optimal outcomes for our customers.
Key Responsibilities
* Develop relationships with existing customers in the region of responsibility to ensure productive and sustained working relationships and retention of business.
* Seek out, build, foster and maintain new working relationships, networks and alliances to meet goals and achieve results.
* Proactively manage and service a portfolio of customers and stakeholders in the region of responsibility based on a service plan to effectively manage customer relationships.
* Prepare post customer visit reports within agreed SLA, utilising Salesforce to record visit details and the actions arising following customers visits.
* Identify profitable growth opportunities through interaction with direct customers and collaboration with other teams i.e. Underwriting/Operations/CRM.
* Understand and communicate the Allianz approach to underwriting and pricing in customer engagements and communications.
* Act as the escalation point for customers in the region of responsibility and collaborate with colleagues across the business to deliver optimal outcomes for our customers.
* Play an active role in Religious and Education Customer team projects e.g. Property Reviews, Pupil Personal Accident Group & Process Improvements.
* Support the Customer Relationship Manager for Religious and Education to deliver strategic and operational goals.
* Represent Allianz at customer and market forums/seminars as required.
Requirements
* Minimum of 3 years experience in Commercial Insurance.
* Full driving license.
* Excellent negotiation and communication skills.
* Excellent organisation and time management skills.
* APA, CIP, Dip CII, Grandfathered or ACII