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Account Specialist

Allianz Partners USA Job Opportunities
Richmond, VA Full Time
POSTED ON 3/17/2025
AVAILABLE BEFORE 5/16/2025

SUMMARY

Responsible for management and retention of new and existing strategic partners. Manage day-to-day business needs of partner including but not limited to: monthly reporting, program implementation(s), troubleshooting, issue resolution, technical matters and client communication. Serves as “partner expert” (SME) and advocate internally. Accountable for supporting partner initiatives to optimize revenue and improve processes. Facilitates program enhancements and expansion. 

 

JOB FUNCTIONS

•Key responsibilities which take no less than 10% of overall job time

•Regular, predictable, reliable attendance is an essential function of this position.

•Develop and maintain strong business relationships with partners/internal stakeholders 

•Champion client initiatives with internal partners, through to successful completion

•Manage technology issues and solutions that impact partner’s success/customer experience

•Communicate revenue optimization plans and results to clients

•Provide client invoicing, reporting and compensation, including issues management

•Ensure contractual obligations are met

•Monitor contractual service levels for assigned partners to ensure compliance

•Conduct onsite partner training, as required

•Support Sales teams to achieve revenue and profitability goals

•Develop project plans and workflow by communicating with all applicable parties.

•Facilitate internal and external project team meetings

•Serve as liaison between partner and their internal stakeholder team

•Monitor and maintain partner renewal schedules

•Participate in partner meetings, business reviews and roadmap discussion(s) 

•Coordinate partner visits, including agendas and activities

•Perform research and analysis in conjunction with the Sales staff, including partner data, historical information and trend analyses

•Support preparation of business reviews and strategic planning meetings

•Perform other duties as assigned.

 

MINIMUM QUALIFICATIONS 

•Bachelor’s degree in Business, Marketing, or related field or equivalent combination of education and experience.

•Three (3) years client management experience.

 

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