Policy Management Officer in GCC Bucharest

Job description

At Allianz Trade we are committed to support our employees in every step of their professional journey, provide tailor-made development programs and open gateways to international opportunities. We encourage them to take ownership and accountability, and to dare to make a difference!

 

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

Maintaines 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 or equivalent
·  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, Contract Management 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 

Leadership : N/A

 

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.

#Romania
#NEUR
#Bucharest

 

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. 
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.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.
Join us. Let's care for tomorrow.