Policy Management Officer in GCC Bucharest

Job description

What you do

Responsible for timely execution of the Contract Management team assigned tasks during the Policy Life cycles of e.g. WKV-M, WKV simple, preferential Payment, CA simple CAP / CAP ü and RAPITUK:

• 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
• 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/ colleague input.
• Help to investigate on complaint case and give suggestion for problem fixing.

What you bring 

Educational requirements

• Bachelor’s degree in finance accounting or business administration
• Credit Insurance knowledge (including Products and Services offered) would be a plus
• Experience in Accounts Receivables, Billing, 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
• Looking for candidates who possess a basic awareness of Artificial Intelligencetechnologies and are enthusiastic about learning and integrating AI into everyday business processes.

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 skill
• Looking for candidates who possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes.