Portfolio Account Manager

You will be based in our
Johannesburg
office, within the
Commercial
Team Department
About The Job

• Coordinate all activities of assigned client's portfolio (cross functionally)
• Educate the client and support their credit management
• Reach targets of portfolio and quality
• Develop effective renewal strategy in line with marketing plan and commercial underwriting
• Follow up the whole cycle internally/externally from full collection of Prospect/Client and data to issue policy
• Identify cross-and -up-selling opportunities
• Allocate and communicate risk underwriting actions, escalate where necessary.
• Take personal responsibility for the implementation of group-wide quality of service standards
• Service customers based on guidelines of Operational Manual
• Interact closely with other core functions (i.e., Credit, Claims, PA)
• Review and actively monitor policies underwritten to protect profitability
• Detail checklist for structuring of complex contractual agreements with customers
• Visit and follow up on customer's needs, including negotiation of renewals
• Engage personally in complex negotiations supporting Distribution team
• Specify guidelines for development and/or adjustment of new products from underwriting perspective
• Escalate to local top management or region according to needs and authorities

The suitable candidate must meet the following required skills and experience to the job:

• Deep expertise in Trade Credit Insurance, single risk and supply chain markets, with a solid understanding of sector dynamics.
• Strong business acumen and a thorough knowledge of policy terms, coverages and products, with the ability to adapt solutions to evolving customer needs.
• Must have an excellent project management and negotiation skills, with a proven ability to deliver results and build trusted relationships with CFOs and Credit Managers.
• Be an effective communicator, be able to collaborate across functions and interact confidently at all levels of the organization.
• Excellent organizational skills and attention to detail
• Team player, honest, ability to convince others, very good problem-solving skills
• Ability to handle multiple tasks in high volume
• Ability to work under pressure and tight deadlines
• "Looking for candidates who possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes

What You Bring
Educational requirements

Bachelor and / Diploma in Finance Banking or Risk Management specialization

Minimum Of 3-5 Years' Experience In Portfolio Management
Functional knowledge
Extended knowledge of banking/financial services sector and market knowledge

• Proficient in IT Systems / Software: MS Office; particularly MS Excel (advanced level)
• Language: EN advanced level (reading and writing skills) is required

What We Offer

• Dynamic and multinational working environment.
• Opportunity to learn and grow- on the job as well as language or professional training.
• Open company culture, flexible working hours / possibility of working from home.

Our Values

Customer and Market Excellence:
Unwavering commitment and expertise to provide maximum support to those who rely on us.

Collaborative Leadership:
Valuing people, promoting a culture of feedback and collective well-being.

Entrepreneurship:
Anticipating trends and taking risks in an environment that fosters innovation and responsibility.

Trust:
Acting with integrity, honoring commitments, promoting diversity and inclusion, and acting transparently for corporate social responsibility

What you should know before applying

At Allianz, we are committed to ensure a fair hiring process and minimize unconscious bias during the screening phase. At this regard, we ask each candidate to submit their resume including only the essential information for an objective and transparent assessment of skills and experience. For example, it's preferable to omit the photo or the city of residence before submitting the CV.

85219 | Operations | Entry Level | Non-Executive | Allianz Trade | Full-Time | Temporary

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 matters, 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.

Great to have you on board.
Let's

care for tomorrow.