Policy Management Officer with English or Italian or German

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.
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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.