Portfolio Manager leading fund management for energy transition strategies at Octopus Energy Generation. Collaborating across teams to ensure governance, financial oversight, and stakeholder engagement.
About the role
- Manager supporting Cruise Planners franchisees in insurance and training initiatives. Collaborating with Allianz and managing franchisee communications, training calendars, and travel insurance products.
Responsibilities
- Manage day to day emails and calls from franchisees on both the Signature Travel Network and Travel Insurance programs
- Build a relationship with Allianz team to assist with policy modifications, contract details, new policy launches, rate sheets, escalations, and any other travel insurance related components
- Work closely with Chief Strategy Officer on contract negotiations and modifications
- Analyze competitive supplier products to ensure our travel insurance products remain competitive with the market
- Assist franchisees with American Express tracking numbers and card verification for FHR and CPP benefits.
- Work closely with the Signature Travel Network team to provide support for our franchisees and escalate any issues.
- Update CP Genie as needed with content for Signature Benefits including Private Car and Guide, Signature Hotel Benefits, promotions, and group amenities.
- Create training calendar with Sr. Director of Operations to include Signature Travel Benefits, leveraging partner benefits and navigating CP Maxx to fulfill benefits
- Manage monthly training calendar with Allianz
- Identify opportunities to increase our Allianz sales and conversions
- Update CP Genie with Allianz enhancements, price changes, etc.
- Terminate access to Signature as needed.
- Assist with creating/updating Allianz presentations for Star U
- Present Travel Insurance products at Star U
- Work closely with training team to enhance the Travel Insurance Specialist Program
- Oversee the Vecto Technologies Program for the Rep Network and eligible agencies
- Provide access to Rezsaver or assistance for the Rep Network with Amex Benefits
- Create Insurance section for H.O. News
- Update class training manual as needed
- Back up Travel Service Manager as needed
Requirements
- 5+ years of relevant experience
- Bachelor’s degree preferred
- Travel industry experience preferred
Benefits
- Equal employment opportunities (EEO) to all team members and applicants
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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