Policy Management Officer with English or Italian or German

This job is no longer active!

View all jobs Allianz Trade active


View all jobs Policy Management Officer with English or Italian or German active on Hipo.ro

View all jobs Acquisitions - Logistics - Supplies active on Hipo.ro

View all jobs Accounting - Finance active on Hipo.ro

View all jobs Customer Support - Client Service active on Hipo.ro


Employer: Allianz Trade
Domain:
  • Acquisitions - Logistics - Supplies
  • Accounting - Finance
  • Customer Support - Client Service
  • Job type: full-time
    Job level: 1 - 5 years of experience
    Location:
  • BUCHAREST
  • Updated at: 15.01.2024
    Remote work: Hybrid

    Role Purpose:
    The Policy Management Officer contributes to customer satisfaction and retention by ensuring the timely and proper execution of activities related to Policy Management tasks, with a full compliancy on internal procedures, tax and legal constraints. This includes to closely liaise and coordinate with other teams to provide seamless contract servicing to the Policyholder (other teams, local claims teams, local finance, ...) and provide the best suited support for the Policy Management Officer.
    Get in the driver’s seat of your careaer. Apply now!

    What You Do
    Responsible for timely execution of the Policy Management Department assigned tasks during the Policy Life cycles.

    Contract and Broker Management area:
    Collect data to calculate premiums and fees , processes credit notes (*Posting of the credit notes in order to adjust the balance disputed by the customer according to the instructions received from Local Business Units) and does the relevant bookings
    Calculate bonuses, year end adjustments, premiums and fees
    Apply pricing conditions
    Analysis and calculate and apply bonus and malus conditions
    Control invoice proposals
    Ensure follow-up of Turnover Declarations
    Chase information for Turnover Declarations
    Control Turnover Declarations
    Processing several lists regarding premium and fee invoicing
    Managing the commissioning process for brokers, including calculating and distributing commissions in a timely and accurate manner

    Customer Accounting area:
    Facilitate payments/refunds to customers
    Responsible for timely execution of broker commission payment and computation
    Master data updates at customer level
    Perform clearing on customer accounts
    Posting of the credit notes in order to adjust the balance disputed by the customer according to the instructions received from Local Business Units
    Informing the customers of the failures in collecting the payments from their accounts via Direct Debit
    Perform bank suspense accounts reconciliations and balance confirmation in order to ensure all bank transactions are recorded accurately
    Perform bank accounts reconciliations in order to ensure all bank transaction were correctly and timely transposed into SAP
    Perform GL accounts reconciliations (broker accounts, collection accounts) in order to ensure all entries had been correctly transferred from feeder system and all invoices had been paid to the final customer

    Account receivable area:
    Allocate incoming payments based on the details provided by the customer
    Perform clearing on customer accounts
    Facilitate payments/refunds to customers
    Responsible for timely execution of broker commission payment and computation
    Master data updates at customer level
    Posting of the credit notes in order to adjust the balance disputed by the customer according to the instructions received from Local Business Units
    Informing the customers of the failures in collecting the payments from their accounts via Direct Debit
    Is responsible for the timely and effective execution of tasks and activities related to PA Dunning
    Is able to interact with the other members of the Dunning team as a team player
    Follow-up of ageing debts
    Contacting the clients

    General Tasks
    Response to queries in a timely and efficient manner to promote a customer-oriented culture in Allianz Trade
    Prepare recurring and ad-hoc reports as per agreed timeline, to facilitate end markets’ review and analysis
    Ensure KPI figures are met as per agreed SLAs
    Offer support to new team members and share knowledge and best practices
    Maintains Policy Admin Data
    Ensure the agreed service standards are achieved
    Investigate the situation of accounts and reconcile them as per customer/ collegue input
    Help to investigate on complaint case and give suggestion for problem fixing


    What You Bring
    Educational requirements:
    Bachelor degree in Finance Accounting or Business Administration
    Credit Insurance knowledge (including Products and Services offered)
    Experience in Accounts Receivables, Procure to Pay,Customer Accounting of Finance would be a plus
    Knowledge of accounting processes

    Knowledge of IT systems:
    SAP would be a plus
    Excel-medium level

    Knowledge of English:
    Good English level required with any additional language as an added value

    Business expertise:
    Experience in AR, AP, minimum 2 years relevant experience in insurance industry (or financial industry)

    Interpersonal skills:
    Problem solving skills
    Team player
    Analytical / numerical skills
    Ability to work under tight deadlines and in changing environment
    Able to work autonomously
    Supporting team members
    Communication skills

    What We Offer
    Dynamic and multinational working environment.
    Opportunity to learn and grow- on the job as well as language or professional training.
    Open company culture, flexible working hours / possibility of working from home.
    A wide range of employee benefits - meal vouchers, gift vouchers, performance bonus, public transportation allowance, extra personal days, premium health insurance, fruit day, discounts on Allianz products, etc.
    Full time permanent contract.
    Modern and accessible offices.


    Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. Join us. Let’s care for tomorrow.

    We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.

    Allianz Trade is the trademark used to designate a range of services provided by Euler Hermes*. We are the global leader in trade credit insurance and a recognized specialist in the areas of surety, collections, structured trade credit and political risk. Headquartered in Paris, we are present in more than 50 countries with 5,500 employees. In, our global business transactions represented 931 billion Euro in exposure.