Policy Management Officer in GCC Bucharest

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.
• 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.
• Analytical Thinking: Ability to analyze complex information and develop effective solutions.
• Customer Focus: Dedicated to meeting the expectations and requirements of internal and external customers.
• Integrity and Trust: Upholds the highest standards of integrity and professionalism.
• Time Management: Demonstrates ability to manage multiple tasks and deadlines efficiently.
• Looking for candidates who possess a basic awareness of Artificial Intelligence technologies and are enthusiastic about learning and integrating AI into everyday business processes."
• Team Player: Able to work effectively with others to achieve common goals.

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.

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Headquartered in Paris, Allianz Trade is the global leader in trade credit insurance and a recognized specialist in the areas of surety, collections, structured trade credit and political risk, present in over 40 countries with 5,800 employees. In 2025, our revenues reached 4 billion euros, and we guaranteed 1,400 billion euros of trade transactions worldwide. With sustainability, collaboration, and inclusion at the heart of our values, our workplace culture has earned global recognition — demonstrated by our certification as a Great Place to Work and a Gold Medal from EcoVadis in 2025. Disclaimer: Allianz Trade is the trademark used to designate a range of services provided by Euler Hermes