Role Purpose
The Account Specialist acts as the operational and performance backbone connecting Key Account Managers (KAMs), Business Partners (BPs), and internal teams. This role delivers expert-level operational, analytical, and administrative support to frontline sales teams—business developers (new business), account managers (renewals/portfolio), and field managers—as well as to external partners.
By mastering internal processes, coordinating across stakeholders, monitoring performance, and driving continuous improvement, the Account Specialist ensures a smooth and distinctive partner experience. This position directly contributes to partner satisfaction, loyalty, and commercial growth, while upholding governance, compliance, and service-level excellence in the local market.
Key Responsibilities
Business Partner Relationship & Satisfaction
- Serve as the daily point of contact for assigned Business Partners, listening actively to their needs and resolving operational questions or issues.
- Anticipate partner needs and proactively address potential dissatisfaction to deliver a distinctive partner experience.
- Build and maintain trusted, long-term relationships with Business Partners to support retention and satisfaction.
- Act as an internal advocate for Business Partners, championing a BP-centric culture across Allianz Partners.
Frontline Sales & Partner Support
- Provide hands-on operational and administrative support to business developers, account managers, and field managers—freeing them to focus on relationship-building, selling, and retention.
- Support partner inquiries, onboarding, documentation, issue resolution, and ongoing account follow-up.
- Serve as a trusted liaison between sales teams, partners, and operational stakeholders.
Operational Management & Internal Coordination
- Coordinate with key internal stakeholders (Operations, Operations Management, Underwriting, Product, Finance, Legal, Compliance, IT) to ensure service quality, SLA adherence, and contractual compliance.
- Master internal processes and systems to enable smooth execution of partner-related activities.
- Collaborate closely with operations management and internal teams on BP-related initiatives, enhancements, and improvement projects.
Proposal, Tender & Pricing Coordination
- Support and coordinate tender responses, RFPs, proposals, and related documentation.
- Gather, validate, and consolidate cross-functional inputs to ensure accurate, compliant pricing and proposals.
- Ensure alignment with standardized templates, sales strategy, and governance requirements.
Deal Implementation, Onboarding & Change Management
- Coordinate the operational setup and onboarding of new Business Partners, portfolio expansions, and product or contractual changes.
- Develop timelines, track deliverables, and support configuration, testing, and go-live readiness.
- Support change management activities to ensure smooth implementation of new partners, tools, or processes.
Performance Analysis & Enhancement
- Prepare performance dashboards, KPI summaries, and operational reports for internal stakeholders and Business Partners.
- Contribute to committee preparations and reviews, presenting operational results and service performance.
- Interpret and translate performance and quality indicators into actionable insights.
- Partner with Operations to identify and deploy innovative solutions that improve performance and partner satisfaction.
Support for Commercial Development
- Proactively support KAMs and Business Partners in identifying upsell and cross-sell opportunities.
- Help prepare for prospect and partner meetings by providing operational, performance, and field insights.
- Contribute operational expertise to commercial discussions, renewals, and growth initiatives.
Systems, Tools & Sales Administration
- Act as a key user for CRM systems (e.g., Salesforce) and other sales enablement tools.
- Maintain accurate partner data, opportunities, account structures, and documentation.
- Support the adoption of new tools, features, templates, and reporting processes.
- Utilize Microsoft Copilot, ChatGPT, and other AI-enabled productivity tools to enhance documentation, communication, reporting, knowledge management, and process efficiency.
- Promote the adoption of AI-driven solutions that improve sales enablement, partner support, and operational effectiveness.
Governance, Compliance & Licensing
- Support governance activities related to sales processes, partner documentation, audits, and regulatory requirements.
- Monitor compliance with contractual obligations, service-level agreements, and reporting standards.
Continuous Improvement & Operational Excellence
- Identify opportunities to simplify, automate, and improve workflows, reporting, and data management through the use of automation, data analytics, and AI-powered technologies.
- Maintain and update playbooks, guidelines, and operational processes to ensure consistency and quality.
Key Skills & Competencies
Partner & Customer Focus
- Strong ability to anticipate Business Partner needs and proactively manage satisfaction.
- Customer-centric mindset with a focus on delivering a distinctive partner experience.
Coordination & Project Management
- Proven ability to coordinate multiple internal stakeholders and manage cross-functional initiatives.
- Strong organizational skills, with the ability to manage priorities, timelines, and deliverables.
Performance & Analytical Skills
- Aptitude for analyzing operational and performance data, identifying trends, and proposing enhancements.
- Strong reporting, interpretation, and presentation skills.
Commercial Acumen
- Proactive approach to supporting commercial development, upsell, and cross-sell opportunities.
- Ability to translate operational insights into commercial and strategic value.
Stakeholder Engagement
- Excellent communication and relationship-building skills.
- Ability to align internal teams around shared partner and customer objectives.
Personal Effectiveness
- Highly adaptable, proactive, and resilient in a fast-paced environment.
- Strong problem-solving, critical-thinking, and attention-to-detail skills.
Profile
- Bachelor's degree in Business, Marketing, Sales, or a related field, or equivalent experience.
- 3–5+ years of experience in sales support, account coordination, partner operations, or a similar role.
- Experience with CRM tools (Salesforce or similar).
- Strong communication skills; fluency in English and relevant local languages.
How We Hire
To Recruitment Agencies Allianz recruits through dedicated in-house teams and does not accept unsolicited resumes/CVs, candidate introductions, or outreach from agencies or search firms. We only engage agencies under a prior, written contract and, where applicable, via our Preferred Supplier List (PSL). No fees will be paid for any candidate submitted or introduced without a contract in place, even if that candidate is subsequently hired. Do not contact hiring managers directly. Any breach, including unsolicited submissions, off-PSL contact, or attempts to invoice without an agreement, will result in candidate disqualification, termination of any existing contract, and non-payment of fees. Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
Join us. Let's care for tomorrow.
105054 | Sales & Distribution | Professional | Non-Executive | Allianz Partners | Full-Time | Permanent
Allianz Partners is a world leader in B2B2C insurance and assistance, offering global solutions that span international health and life, travel insurance, automotive and assistance. Customer driven, our innovative experts are redefining insurance services by delivering future-ready, high-tech high-touch products and solutions that go beyond traditional insurance. Our products are embedded seamlessly into our partners’ businesses or sold directly to customers, and are available through four commercial brands: Allianz Assistance, Allianz Automotive, Allianz Travel and Allianz Care.