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At Allianz Life, we are guided by our mission – we secure your future – and by our common goal of caring for tomorrow. In this role, you will take consultative incoming phone calls from financial professionals and clients for Allianz life insurance inforce business, provide technical explanations of life insurance illustrations, review advanced case design strategies, and champion process improvements. You will also work closely with senior leadership and key business partners to maintain high service standards.
Job Responsibility:
Inbound/Outbound phone calls with financial institutions/professionals to discuss complex life inforce illustrations, and several other transactions that pose a risk to a life insurance policy
Running, and presenting Life In force Illustrations
Identify, recommend, and champion process improvements across the team, and within Allianz
Identify training opportunities, and train/mentor the life teams onshore/offshore teams on trends that will benefit the customer experience
Work with senior leadership, and main business partners to ensure this team is providing a high standard of service, provide feedback to senior manager on pain points, and opportunities to allow this team to continue its success.
Requirements:
4+ years of experience required: Minimum three years of related experience in the life insurance industry, brokerage, or previous financial services sales experience
Advanced Excel skills required
Four-year degree required: or equivalent work experience
Must have basic to high proficiency with AI and/or business intelligence
You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future (e.g. H1-B, L-1, TN, etc). If you are currently on CPT/OPT, you are ineligible due to the need for future immigration sponsorship.
What we offer:
Comprehensive medical, dental and vision plan options
health savings account
tuition reimbursement
student loan retirement plan
annual paid leave
an outstanding 401(k) company match
life insurance
award-winning campus with an array of discounted amenities including an onsite health center, child development center, fitness facility, convenience store and two cafeterias
Employee Resource Groups that contribute to an inclusive culture.
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