At a Glance
- Tasks: Manage policy contracts and customer accounting tasks with a focus on accuracy and efficiency.
- Company: Join Allianz Commercial, a leader in insurance and asset management with a commitment to inclusivity.
- Benefits: Enjoy competitive pay, career growth, and a supportive work environment.
- Other info: Work in a dynamic, inclusive culture that champions diversity and sustainability.
- Why this job: Be part of a team that values innovation and makes a real impact in the insurance industry.
- Qualifications: Strong organisational skills and a basic understanding of AI tools are preferred.
The predicted salary is between 30000 - 40000 £ per year.
This job is with Allianz Commercial, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
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
- 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
- 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
- Manage the account payable process by:
- Performing reconciliation based on intermediaries SOAs declared and outstanding A/R balances
- Processing of intermediaries' commission
- Manage and answer queries from internal and external clients
- 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 release
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.
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.
Policy Management and Customer Accounting Officer employer: Allianz Commercial
Allianz Commercial is an exceptional employer that prioritises inclusivity and employee well-being, making it a fantastic place for the Policy Management and Customer Accounting Officer role. With a strong commitment to professional growth, innovative technology integration, and a supportive work culture, employees are empowered to thrive in their careers while contributing to a sustainable future. Located in Hong Kong, Allianz offers a dynamic environment where diversity is celebrated, and every team member's contributions are valued.
StudySmarter Expert Advice🤫
We think this is how you could land Policy Management and Customer Accounting Officer
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at Allianz or similar companies. A friendly chat can open doors and give you insights that job descriptions just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to policy management and customer accounting. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Show off your tech skills! Familiarise yourself with AI tools and platforms mentioned in the job description. Being able to discuss how you can leverage these technologies will definitely impress the hiring team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you're genuinely interested in joining Allianz and being part of their inclusive culture.
We think you need these skills to ace Policy Management and Customer Accounting Officer
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Policy Management and Customer Accounting Officer role. Highlight relevant experience and skills that match the job description, especially in contract management and customer accounting tasks.
Showcase Your Tech Savvy:Since we value innovative technologies, don’t forget to mention any experience you have with AI tools or platforms. A basic understanding of these can really set you apart from other candidates!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's relevant to the role. This will help us quickly see how you fit into our team.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Allianz Commercial
✨Know Your Policies
Familiarise yourself with Allianz's policy management processes and customer accounting tasks. Understand the importance of timely execution in contract management and be ready to discuss how you can contribute to these areas.
✨Showcase Your Analytical Skills
Be prepared to demonstrate your ability to perform reconciliations and resolve variances. Bring examples from your past experiences where you've successfully managed accounts receivables or payables, highlighting your attention to detail and problem-solving skills.
✨Embrace Technology
Since Allianz values innovative technologies, brush up on your knowledge of AI tools and platforms relevant to the role. Be ready to discuss how you can leverage technology to improve efficiency in policy management and customer accounting tasks.
✨Highlight Your Communication Skills
As this role involves managing queries from clients and brokers, practice articulating your thoughts clearly. Prepare to share examples of how you've effectively communicated complex information in previous roles, ensuring you convey your ability to build strong relationships.
