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Sales Onboarding Lead

Job Level:  Management

Dublin, IE, D12 P651

Due Date:  30/06/2022
Area of Expertise:  Sales & Distribution
Unit:  Allianz Partners
Job Type:  Full-Time
Remote Job:  Not applicable
Employment Type:  Permanent
ID:  10080

We are Allianz Partners. The leader in assistance and insurance solutions in the areas of international health, assistance, automotive and travel insurance. Allianz Partners is a global family of over 19,000 employees across 78 countries. This role is in the International Health part of the business, which has a number of well-known customer facing brands such as Allianz Care, NEXtCARE and Medi24. 

The International Health line of business provides international health, life and disability insurance and services, reinsurance and administration services to a wide range of customers. These include multinational companies, intergovernmental organisations (IGOs), non-governmental organisations (NGOs), private individuals, families and students. Our mission is to ensure that customers have access to quality healthcare through our support, care and commitment to go the extra mile. We are a truly global health partner for our customers, ensuring fast and simple access to the best advice, treatment and value for our customers.


The purpose of this role is to support new business and renewal onboarding, through the setup and management of our propositions on our sales and product systems, and overseeing key processes within the team in line with customer needs The individual will interface with various departments and support growth initiatives across the business, to ensure the team operates efficiently and that KPI’s are met.


Key responsibilities will include, but are not limited to, the following:

  • Establish key metrics for capacity planning, and ensure clear workload planning in place on a rolling 6 month basis
  • Distribute and monitor the team’s daily workload to facilitate: 
  1. Setting up and maintaining products on our systems
  2. Tailoring products benefits and policy wording and approval of wording with key stakeholders
  3. Supporting and guiding the team in the annual product review, new product developments and other large product reviews throughout the year. 
  4. Driving and improving data quality via annual data cleanse
  5. Creation of tailored product Table of Benefits at quote stage
  6. Checking and updating of product Table of Benefits at renewal stage
  7. Creation of standard products Table of Benefits at November Review or as appropriate
  8. Fixing product errors as required (on ad hoc basis)
  9. Product benefit comparisons as required
  • Pro-actively maintain and update product records in Salesforce of all product ranges. Encourage team members to do the same and take a lead role in the regular review of information. 
  • Attend training to develop relevant knowledge and skills
  • Develop excellent working relationships with internal stakeholders and other departments.
  • Assist management team during contract negotiations and take the lead where possible and appropriate
  • Management of the training for new staff  
  • Supports development and implementation of technical parameters, policies and frameworks for others to work within
  • Participate in various operational activities, inside and outside of the Department to ensure that operational service delivery meets and exceed clients’ expectations
  • Support the wider Performance & Steering team as required on key topics to ensure we deliver on client needs
  • Assist management team on key topics and take the lead where possible and appropriate.
  • Management of the training for new staff.  
  • Take the lead to pro-actively review processes and procedures in order to maximise efficiencies where possible.
  • Lead, manage, develop and motivate direct reporting staff through regular team and individual meetings. Carry out individual performance management in order to maintain and improve productivity and quality. 
  • Identify, define and prioritize process improvement opportunities streamlining work and processes
  • Follow company Performance Management and Development policies.
  • Foster and maintain staff morale, and promote staff personal development
  • Work closely with HR, learning & development and training delivery team. Taking responsibility for the ongoing development at all levels of the team.
  • Carry out any other duties that may reasonably be requested by your Manager





  • At least 3 year previous People Management Experience
  • Strong interpersonal skills to be able to deal with people at all levels
  • Be able to analyse and liaise with other departments to agree on product terms 
  • Strong Communication (verbal & written) and Interpersonal Skills 
  • Strong time management skills and ability to work well under pressure, and results driven
  • Strong Knowledge of Microsoft Office ( Excel, Word)
  • Completion or progression towards Diploma in Private Medical Insurance


As an equal opportunity employer, Allianz Partners recognizes that our strength lies in our people and we are committed to diversity and inclusivity. So if you would like to be part of a global company that offers international career opportunities, kick-start your career and dare to join us!

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