Policy Management and Customer Accounting Officer
HK
Key Responsibilities
Policy Management tasks
Responsible for the timely execution of the following contract management/customer accounting tasks:
- Issue new/renewal policy contracts and documentation
- Administer contractual updates/admin updates/Policy termination
- Chase premium base/Book premium base in the system and calculate premium
- Prepare bonus/malus calculation
- Issue premium and fee invoices
- Generate regular/ad hoc reports
- Work closely with IN offshore team
Customer Accounting tasks
1.Manage the fronting reconciliation process by:
- Coordinating with insurance business partners to receive Statement on Accounts (SOA) on a systematic basis
- Performing reconciliation based on SOAs declared and outstanding A/R balances
- Investigating and resolving variances arising from reconciliation process
2. Manage the accounts receivables process by:
- Coordinating with clients and brokers to reconcile outstanding balances
- Allocating properly incoming receipts and resolving payment discrepancies
- Undertake dunning process and follow-up on outstanding premium and fee receivable
3. Manage the account payable process by:
- Performing reconciliation based on intermediaries SOAs declared and outstanding A/R balances
- Processing of intermediaries’ commission
4. Manage and answer queries from internal and external clients
5. Perform ad hoc assignments as and when required
Super User role (Pluriform/Compass)
- Support local users by answering queries and dealing with local system defects
- Raise business needs to ROC
- Support non-regression test before every releases
Allianz Trade embraces innovative technologies. We utilize Artificial Intelligence powered tools and encourage candidates with a basic understanding of commonly used platforms, as well as an awareness of best practices and the potential risks associated with AI in the workplace to apply.
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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.
At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. And the foundation for this is our inclusive workplace, where people and performance both matter, and nurtures a culture grounded in integrity, fairness, inclusion and trust.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations.
Join us. Let's care for tomorrow.
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 2024, our revenues reached 3.8 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.
