Roles and Responsibilities

• Acquire new leads, handle ongoing client relationships, and develop business opportunities within the EB portfolio by applying strategic sales methods and market knowledge to ensure relationship success, service quality, and achievement of financial goals.
• Prepare and deliver presentations to companies' board members and employees, collaborating with the market management team by utilizing effective communication techniques and visual aids to communicate Allianz Egypt’s EB solutions effectively and meet client needs.
• Coordinate with lead generators, handle the full sales and service cycle of EB leads received from distribution channels, and provide technical support by ensuring all EB leads are handled efficiently and effectively to meet client expectations and maintain high service quality.
• Develop and maintain detailed reports, including sales forecasts, visit schedules, and production figures, aligned with the Head of Employee Benefits' expectations by utilizing tools such Excel to provide accurate insights and manage business progress effectively.
• Assess company needs, analyze benefits structures, and collaborate with management by using computational tools and consultations with management teams to provide tailored EB solutions that address company challenges and pension costs effectively.
• Gather and share market and competitive intelligence with the Head of Employee Benefits and marketing department by conducting market research and competitor analysis to inform strategy and decision-making.
• Evaluate a company’s pension investment preferences and recommend the most appropriate fund options, collaborating with the investment team by reviewing the company’s risk profile and available funds to align the EB solutions with client needs and regulatory guidelines.
• Coordinate with Life Operations and EB clients prior to policy renewal, tailor renewal offers and address competitive proposals by engaging in direct communication and negotiation to ensure timely and profitable policy renewals.
• Implement cross-selling and up-selling strategies within the assigned EB portfolio by analyzing existing customer needs and market opportunities to maximize customer satisfaction and meet Allianz Egypt's sales goals.
• Articulate and present business plans for each EB account by using strategic insights and data-driven approaches to maintain long-term relationships and high customer satisfaction while achieving business targets.

Pre-requisites (Education, Professional Experience)

• Bachelor’s degree in finance, Business Management, General Surgery, or Internal Medicine or a related field.
• Postgraduate studies, such as LUMA, are a plus.
• Knowledge of a third language is an advantage.
• 1 - 5 years of experience in Account Management or Corporate Sales, preferably within the insurance industry.

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