Telephone Account Manager in Washington

Telephone Account Manager in Washington

Washington Full-Time 40000 - 40000 £ / year (est.) Home office (partial)
Allianz Commercial

At a Glance

  • Tasks: Manage broker accounts and build strong relationships through calls and virtual engagement.
  • Company: Join Allianz Commercial, a leader in the insurance industry with a commitment to inclusivity.
  • Benefits: Enjoy flexible working, competitive salary, and a range of perks tailored for you.
  • Other info: Flexible hours and a focus on work-life balance make this role ideal for students.
  • Why this job: Make a real impact while developing your skills in a supportive environment.
  • Qualifications: Experience in customer relationship management or account management is essential.

The predicted salary is between 40000 - 40000 £ per year.

This job is with Allianz Commercial, an inclusive employer and a member of my Gwork – the largest global platform for the LGBTQ+ business community.

Please do not contact the recruiter directly.

Role Description

Join our Personal Broker Distribution team as a Telephone Account Manager, where you will manage a portfolio of broker accounts through telephone, email and virtual engagement.

You will play a key role in building broker relationships, supporting profitable growth and retention, and helping deliver excellent broker experiences while developing your commercial and account management expertise.

Location

Please note that this is a Homebased working role, with the expectation to travel where business requires.

Salary Information

Pay: Circa £40.000 per year. Pay is based on relevant experience, skills for the role, and location. Salary is only one part of our total reward package.

About You

  • You will manage an allocated portfolio of smaller and medium-sized broker accounts, supporting growth, retention and trading performance.
  • You will build and maintain strong relationships with broker contacts through regular telephone, email and virtual engagement.
  • You will act as the day-to-day contact for broker queries, providing solutions and coordinating support from internal teams where required.
  • You will review account performance, trading activity and management information to identify growth opportunities, trends and risks.
  • You will support broker retention by proactively engaging with brokers and resolving issues effectively.
  • You will prepare trading updates, reports and materials for broker reviews and internal meetings.
  • You will maintain accurate records, contact plans, meeting notes and account activity within company systems.
  • You will support wider Distribution team initiatives, broker projects and account management activities.
  • You will ensure all activities are completed in accordance with regulatory, compliance, governance and conduct requirements.
  • You will identify and escalate significant risks, issues and opportunities to Account Managers and Distribution leaders where appropriate.

Essential Skills

  • Experience within insurance, financial services, sales support, customer relationship management or account management environments.
  • Strong telephone communication and relationship-building skills.
  • Ability to manage multiple priorities and work effectively to deadlines.
  • Experience using management information and data to support decision-making and performance monitoring.
  • Strong organisational and administrative skills with excellent attention to detail.
  • Proficiency in Microsoft Office applications, particularly Outlook, Excel and Power Point.
  • Ability to work collaboratively across teams to resolve broker queries and deliver positive outcomes.
  • Commercial awareness and a customer-focused approach.
  • Ability to maintain accurate records and documentation.
  • Strong problem-solving and stakeholder management skills.

We support the government scheme "Access to Work" please feel free to ask us about the access to work scheme.

Desirable Skills

  • Knowledge of Personal Lines insurance products and markets.
  • Experience working with insurance brokers or within a broker distribution environment.
  • Understanding of broker trading performance, account planning and portfolio management.
  • Experience supporting sales, distribution or relationship management activities.
  • Knowledge of governance, risk and regulatory requirements within financial services.
  • Experience preparing performance reports, trading reviews and presentations.
  • Responsible Artificial Intelligence usage.
  • What We Will Offer You

Recognised and rewarded for a job well done, we have a range of flexible benefits for you to choose from- so you can pick a package that's perfect for you.

We also offer flexible working options, global career opportunities across the wider Allianz Group, and fantastic career development and training.

That's on top of enjoying all the benefits you'd expect from the world's number one insurance brand, including:

  • Flexible buy/sell holiday options
  • Hybrid working
  • Annual performance related bonus
  • Contributory pension scheme
  • Development days
  • A discount up to 50% on a range of insurance products including car, home and pet
  • Retail discounts
  • Volunteering days
  • Our Ways of Working

Do you need flexibility with the hours you work?

Let us know as part of your application and if it's right for our customers, our business and for you, then we'll do everything we can to make it happen.

Here at Allianz, we are signatories of the ABIs flexible working charter.

We believe in supporting hybrid work patterns, which balance the needs of our customers, with your personal circumstances and our business requirements.

Our aim with this is to help innovation, creativity, and you to thrive - Your work life balance is important to us.

Integrity, Fairness, Inclusion & Trust

At Allianz, we are committed to fostering building an inclusive, accessible workplace where everyone can thrive.

As a Disability Confident employer, we welcome applications from disabled and neurodivergent candidates and offer tailored adjustments throughout the recruitment process and in the workplace, whether that's assistive technology, ergonomic equipment, flexible working arrangements, mentoring or coaching.

We want to encourage candidates to speak with us about any adjustments they may need.

We're here to support you.

Accessible Application for All

If you have a disability or long‑term health condition and meet the essential criteria, you can choose to be considered through our Offer an Interview Scheme.

Contact our Resourcing team to opt into this scheme or for any assistance with during the recruitment process including larger text, hard copies, or spoken applications.

Hr-recruitment@allianz. co. uk

For any inquiries or to submit your application, please contact

Aoife Magee

Closing date

12/08/2026.

We reserve the right to close the advert early if we reach enough applications.

Join us - Let's Care for Tomorrow.

Telephone Account Manager in Washington employer: Allianz Commercial

Allianz Commercial is an excellent employer, offering a dynamic work environment in the heart of London and Toronto. With a strong focus on employee growth, you will benefit from a hybrid working model, competitive salary, and comprehensive benefits, all while being part of a collaborative culture that values innovation and excellence in the financial services sector.

Allianz Commercial

Contact Details:

Allianz Commercial Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Telephone Account Manager in Washington

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Allianz Commercial. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Telephone Account Manager in Washington

Telephone Communication Skills
Relationship-Building Skills
Account Management
Customer Relationship Management
Organisational Skills
Attention to Detail
Data Analysis

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Allianz Commercial.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Allianz Commercial's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Allianz Commercial

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Allianz Commercial.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Allianz Commercial will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Allianz Commercial employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.