Telephone Account Manager

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 PowerPoint. 
• 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.