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.

#Romania

#NEUR

#Bucharest

#LI-Hybrid

#LI-MI1

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

1 Job for Process Harmonization in Romania

Policy Management Officer in GCC Bucharest