Job details/ Role purpose
As a Broker and Distribution Solutions Executive, you will play a pivotal role in registering New Broker Intermediaries and monitoring the application process from end to end. You will be providing full administrative support with broker applications, to see these through the registration process, and act as the first point of contact for any queries. Reporting directly into the Broker and Distribution Manager, you will collaborate closely with our sales team, new and existing brokers, and the wider business to ensure brokers receive a market leading experience.
Key Responsibilities
Key responsibilities will include, but are not limited to, the following:
- Provide full administrative support with broker applications to make sure all details have been received, validated and ready for processing.
- Liaise frequently with brokers and other counterparts, assisting with any broker-related issues with their applications via email and telephone
- Provide a positive and engaging broker experience
- Carry out due diligence, using inhouse systems CARA and Eolis, checking the broker applications and documents received to make sure all is completed correctly.
- Registering broker applications in the internal database, Sales force and issuing broker agreements for signing.
- Escalate any outstanding issues to the Broker and Distribution Manager, and ensure high quality interactions at all touch points, and escalation resolution in a swift and client centric manner
- Pro-actively follow up any missing documents and the return of signed broker agreements
- Monitor and review the broker database to ensure it is kept up to date with new / amending data received, broker contacts, payment details and reconcile this with the broker information in Sales force.
- Review broker activity, in relation to quotes received and new business wins and share insights with the Broker and Distribution Manager
- Participate in audit requests for any internal and external audits that are carried out on broker applications and registrations, gathering documents requested by the auditors.
- Assist in the collection, analysis and presentation of data and insights related to the broker business across all segments and geographies, providing valuable insights to support decision-making and strategy development.
- Prepare and maintain materials, presentations, and reports for internal and external stakeholders, ensuring accuracy, relevance and alignment with the distribution strategy, engagement framework and value propositions.
- Support the broader department when needed
Key Requirements
- Experience of at least 3 years in a customer and quality focused environment, producing accurate work within team turnaround times.
- Ability to understand business processes end to end, policies and procedures and ensuring they are followed at all times
- Educated to degree standard
- Knowledge of Salesforce
- Customer focused
- Strong Communication (verbal & written) and Interpersonal Skills
- Strong time management skills and ability to work well under pressure
- Results Driven
- Strong Knowledge of Microsoft Office ( Excel, Word)
- Completion or progression towards Diploma in Private Medical Insurance
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.
We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.
Great to have you on board. Let's care for tomorrow.
