Account Specialist M H/F

Role Purpose

The Account Specialist acts as the operational and performance backbone connecting Key Account Managers (KAMs), Business Partners (BPs), and internal teams. This role delivers expert-level operational, analytical, and administrative support to frontline sales teams-business developers (new business), account managers (renewals/portfolio), and field managers-as well as to external partners.
By mastering internal processes, coordinating across stakeholders, monitoring performance, and driving continuous improvement, the Account Specialist ensures a smooth and distinctive partner experience. This position directly contributes to partner satisfaction, loyalty, and commercial growth, while upholding governance, compliance, and service-level excellence in the local market.

Key Responsibilities

1. 1. Business Partner Relationship & SatisfactionServe as the daily point of contact for assigned Business Partners, listening actively to their needs and resolving operational questions or issues.
   Anticipate partner needs and proactively address potential dissatisfaction to deliver a distinctive partner experience.
   Build and maintain trusted, long-term relationships with Business Partners to support retention and satisfaction.
   Act as an internal advocate for Business Partners, championing a BP-centric culture across Allianz Partners.
2. 2. Frontline Sales & Partner SupportProvide hands-on operational and administrative support to business developers, account managers, and field managers-freeing them to focus on relationship-building, selling, and retention.
   Support partner inquiries, onboarding, documentation, issue resolution, and ongoing account follow-up.
   Serve as a trusted liaison between sales teams, partners, and operational stakeholders.
3. 3. Operational Management & Internal CoordinationCoordinate with key internal stakeholders (Operations, Operations Management, Underwriting, Product, Finance, Legal, Compliance, IT) to ensure service quality, SLA adherence, and contractual compliance.
   Master internal processes and systems to enable smooth execution of partner-related activities.
   Collaborate closely with operations management and internal teams on BP-related initiatives, enhancements, and improvement projects.
4. 4. Proposal, Tender & Pricing CoordinationSupport and coordinate tender responses, RFPs, proposals, and related documentation.
   Gather, validate, and consolidate cross-functional inputs to ensure accurate, compliant pricing and proposals.
   Ensure alignment with standardized templates, sales strategy, and governance requirements.
5. 5. Deal Implementation, Onboarding & Change ManagementCoordinate the operational setup and onboarding of new Business Partners, portfolio expansions, and product or contractual changes.
   Develop timelines, track deliverables, and support configuration, testing, and go-live readiness.
   Support change management activities to ensure smooth implementation of new partners, tools, or processes.
6. 6. Performance Analysis & EnhancementPrepare performance dashboards, KPI summaries, and operational reports for internal stakeholders and Business Partners.
   Contribute to committee preparations and reviews, presenting operational results and service performance.
   Interpret and translate performance and quality indicators into actionable insights.
   Partner with Operations to identify and deploy innovative solutions that improve performance and partner satisfaction.
7. 7. Support for Commercial DevelopmentProactively support KAMs and Business Partners in identifying upsell and cross-sell opportunities.
   Help prepare for prospect and partner meetings by providing operational, performance, and field insights.
   Contribute operational expertise to commercial discussions, renewals, and growth initiatives.
8. 8. Systems, Tools & Sales AdministrationAct as a key user for CRM systems (e.g., Salesforce) and other sales enablement tools.
   Maintain accurate partner data, opportunities, account structures, and documentation.
   Support the adoption of new tools, features, templates, and reporting processes.
   Utilize Microsoft Copilot, ChatGPT, and other AI-enabled productivity tools to enhance documentation, communication, reporting, knowledge management, and process efficiency.
   Promote the adoption of AI-driven solutions that improve sales enablement, partner support, and operational effectiveness.
9. 9. Governance, Compliance & LicensingSupport governance activities related to sales processes, partner documentation, audits, and regulatory requirements.
   Monitor compliance with contractual obligations, service-level agreements, and reporting standards.
10. 10. Continuous Improvement & Operational ExcellenceIdentify opportunities to simplify,