[Remote] Account Manager
Note: The job is a remote job and is open to candidates in USA. Allianz Trade in North America is a trusted insurance and asset management company. The Account Manager will manage and renew a portfolio of policies while ensuring profitable growth and retention, applying commercial underwriting principles, and enhancing service quality to support customer satisfaction.
Responsibilities
- Deliver high-quality customer service to drive retention and strengthen client relationships
- Perform both proactive and reactive servicing tasks aligned with the Group's Customer Service (CS) model
- Act as a second-level expert for escalated servicing tasks, including policy wording clarifications and claims resolution
- Collaborate with external broker and key internal teams, including Risk, Claims, and Policy Administration, to ensure alignment and support business objectives
- Lead the execution of the policy renewal journey, including preparing renewal quotes and restructuring policies in accordance with Group Commercial Rules and Commercial Underwriting guidelines
- Engage with customers in the renewal process, including price negotiation and collecting key updates
- Collaborate with Credit and Commercial Underwriting (CUW) teams on high-risk policy management, ensuring seamless execution of recommendations and effective customer communication
- Ensure compliance with all internal and external regulatory standards
- Implement account management plans based on the target service model: Achieve business targets related to retention, pricing, and compliance through effective account management and customer engagement strategies
Skills
- Bachelor's degree in a related field
- 2-4 years of experience in account management, underwriting, or a related sales/service environment
- Knowledge of the credit insurance market, including brokers and competitors
- Strong ability to manage a high volume of clients while maintaining strong relationships
- Problem-solving skills with a strategic, adaptable approach to client and operational challenges
- Basic awareness of Artificial Intelligence technologies and enthusiasm about learning and integrating AI into everyday business processes
Benefits
- Competitive compensation
- Annual bonus eligibility and/or commission structure opportunities
- 401(k) discretionary match of up to 6%
- Flexible work schedules
- Health and wellness benefits
- Paid time off for vacation, illness, Birthday Day Off and Volunteer Day Off
- Tuition Reimbursement
- Family care resources, including fertility and adoption benefits
Company Overview
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