Policy Management Officer in GCC Bucharest

Job description

What you do

• Accurately allocate incoming payments based on the details provided by customers.
• Ensure all payments are recorded correctly and promptly in the system.
• Perform clearing on customer accounts to resolve discrepancies and ensure accurate account balances.
• Facilitate payments and refunds to customers in a timely and accurate manner.
• Ensure compliance with company policies and procedures in all payment transactions.
• Execute timely computation and payment of broker commissions.
• Ensure accuracy and compliance in all broker commission transactions.
• Update master data at the customer level to maintain accurate and current records.
• Regularly review and correct any inconsistencies in customer data.
• Post credit notes to adjust balances disputed by customers according to instructions from Local Business Units.
• Inform customers of failures in collecting payments from their accounts via Direct Debit and take appropriate follow-up actions.
• Respond to customer queries in a timely and efficient manner, promoting a customer-oriented culture within the organization.
• Provide accurate information and assistance to customers regarding their accounts and transactions.
• Ensure KPI figures are met as per agreed SLAs.
• Monitor and report on performance metrics, taking corrective action as needed to meet targets.
• Offer support to new team members, providing training and sharing knowledge and best practices.
• Foster a collaborative team environment to enhance overall team performance.
• Actively participate in continuous improvement projects to enhance processes and efficiency.
• Implement new controls to ensure accurate monitoring of processes performed.
• Maintain the operation procedure manual, ensuring it is comprehensive and regularly updated.
• Document and update processes to reflect changes in operations or regulations.
• Participate in the implementation of operational projects.
• Actively engage in harmonizing processes with other regions to ensure consistency and efficiency.
• Undertake other activities as required by the company's needs.
• Contribute to test campaigns to validate new systems or process changes.

What you bring 

• Bachelor’s degree in Business Administration, Finance, Insurance, or a related field.
• Minimum of 2 years of experience in customer accounting, or a related role within the insurance or financial services industry.
• Experience in using accounting software (e.g., SAP) and Microsoft Office Suite.
• We are seeking innovative thinkers with a strong understanding of artificial intelligence and its applications to join our dynamic team.
• Excellent attention to detail and organizational skills.
• Exceptional communication and interpersonal skills.
• Ability to work collaboratively in a team environment and demonstrate strong problem-solving skills.
• Fluent in German (both written and verbal) - mandatory 

91582 | Customer Services & Claims | Professional | Non-Executive | Allianz Trade | Full-Time | Permanent