Sales Support and Retention Associate

About the role

The Sales Support & Retention Associate is responsible for delivering high‑quality administrative, sales, and customer service support across the Individual Business portfolio. This role combines responsibilities from Retention, Sales Support and Direct Sales Administration.

KEY RESPONSIBILITIES

Sales Support

• Manage day‑to‑day lead distribution and qualification using Salesforce, interacting with prospects to assess viability and ensure accurate and relevant lead assignment
• Qualify inbound leads and assign to sales representatives or reroute to correct channel
• Maintain accurate client and lead records
• Generate lead activity reports and support performance tracking
• Demonstrate high quality in all written correspondence to clients
• Support both direct & brokered onboarding processes
• Entry and review of data across multiple systems
• Effectively manage workload to ensure all queries are finalized within the targeted SLA
• Act as a key point of contact during renewals and onboarding
• Provide accurate quotations for renewals and new business

Quotation, Amendments & Policy Support

• Provide accurate quotations for renewals and new business.
• Ensure 24‑hour turnaround on queries and re‑quotes.
• Follow up on outstanding quotations.

Cross-Team Collaboration

• Work with internal teams to resolve issues.
• Support new business implementation.
• Provide ad hoc project support when required
• Other Adhoc tasks

KEY REQUIREMENTS

• Experience in customer focused environments
• Honesty and integrity
• Strong communication (verbal & written) and interpersonal skills
• Strong time management skills and ability to work well under pressure
• Ability to manage and prioritize workload
• Strong knowledge of Microsoft Office (Excel, Word) and CRM tools (Salesforce an advantage)
• High attention to detail
• Amenable to work on client-specific workdays and schedule

About us

Allianz Partners is a global company that offers international career opportunities. As an equal opportunity employer, Allianz Partners recognizes that our strength lies in our people and we are committed to diversity and inclusivity.