Account Manager

Job description

Account Manager – Customer & Operations (Mortgage) – Perth

At Allianz, we’re proud to be named one of the Best Workplaces in Australia 2025 and a Great Place to Work. As a leading global insurance and asset management brand, we prioritise care for our customers, the planet, and each other. We hire the very best people to further our commitment to caring and securing the future for our customers.

We offer an inclusive workplace where everyone feels like they belong, while promoting a culture of lifelong learning, development, and global mobility. Join us and share your ideas, be inspired, give back to the community and feel proud to be a part of an organisation doing meaningful work that matters while supporting sustainability, mental health, and well-being.

Let’s care for tomorrow, so we can create a better future together, for everyone.

About the role

• Develop and execute strategic business plans for Partner accounts to achieve revenue and sales targets, while identifying opportunities for growth within existing portfolios.
• Build strong Partner relationships by understanding current and future needs, proposing suitable products and services, and acting as the primary interface to ensure high service levels.
• Drive sustainable, profitable growth through effective sales methodologies, negotiation, performance monitoring, and alignment to agreed strategies and operational benchmarks.
• Implement robust account retention and defence strategies, ensuring Partners remain engaged and supported while meeting all compliance and legislative requirements.
• Maintain accurate Salesforce KPIs and fulfil supervision and monitoring obligations, ensuring disciplined account management and informed decision‑making.

About you

• Proven experience as an Account Manager, BDM or Relationship Manager ideally working within the mortgage lending market. Insurance industry will be preferred but not essential.
• Strong ability to understand market and Partner needs, integrate into the Partner’s operating rhythm, and identify, pursue, and close business development opportunities that drive organisational profitability.
• Excellent communication and presentation skills, able to influence and engage stakeholders at all levels with clarity and impact.
• Skilled at proactively building and maintaining professional relationships and networks to enhance industry presence, exchange knowledge, and achieve mutually beneficial outcomes.
• Strong documentation, analytical, and commercial skills, with the ability to translate Partner requirements into actionable opportunities and deliver high‑quality account management outcomes.
• A passion for leveraging emerging technologies to stay ahead in a rapidly evolving digital landscape.