Policy Implementation Specialist
7 days ago
**Policy Implementation Specialist**
**Job Purpose**:
Responsible for the timely and effective Policy Implementation process. In charge of controlling mandatory checks that are performed before the contract is placed at risk or before renewal. Send the policy documents and enforce the policy termination in the system.
A new role, that will eventually be part of a team in charge of Policy Implementation. The role will change as the team expands but below is what is in the initial scope for the role:
**Key Responsibilities/What You Do**:
- Contract Activation
- New Policy
- Renewal Policy
- Mid Term Amendments
- Contract Termination
- Turnover Declaration controlling
**The primary focus**:
- To implement the contract start checks to ensure that for each and every new business to place at risk the KYC process was duly performed.
- Start the Turnover Declaration controlling to identify potential missing premium
**Gradual handle of more complex inquiries**.
- Perform required tasks related to projects in the area of Policy Management.
- Answer on time with qualitative data to policyholder inquiries with capacity to search in different systems (COMPASS, Datahub)
**Key Requirements/What You bring**
- University degree preferred
- 3+ years experience in a commercial or administration department
- Highly computer literate with proficiency in Excel and similar software
- English required
- Excellent communication and customer relations skills
- Ability to communicate professionally and effectively with clients
- Ability to manage multiple, high volume tasks
- Ability to liaise with members of other core functions
- Team player
- Market knowledge
- Basic understanding of market conditions
- Business expertise
- Credit Insurance knowledge (including Products and Services offered) a plus
- Understanding of contract administration cycle
- Acquisition or commercial underwriting background
**Key Benefits/What We Offer**:
- Hybrid and flexible working model
- Group Benefit Plan
- Pension Plan
- Employee Stock Purchase Plan
- Paid time off
- Employee Recognition & Rewards
- And much more
Allianz Trade in Canada, welcomes all applicants with disabilities and accommodations are available upon request.
Allianz Trade in Canada, is an equal opportunity employer that does not discriminate on the basis of; race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, marital status, family status or disability.
Allianz Trade is the trademark used to designate a range of services provided by Euler Hermes.
**Spécialiste de la mise en œuvre des politiques**
**Objectif du poste**
Responsable du processus de mise en œuvre rapide et efficace de la politique. En charge du contrôle des contrôles obligatoires qui sont effectués avant la mise en péril du contrat ou avant son renouvellement. Envoyez les documents de politique et appliquez la résiliation de la politique dans le système.
Un nouveau rôle, qui finira par faire partie d'une équipe en charge de la mise en œuvre des politiques. Le rôle changera à mesure que l'équipe s'agrandit, mais voici ce qui est dans la portée initiale du rôle:
**Responsabilités clés / Ce que vous faites**:
- Atteindre les objectifs de croissance et de qualité du portefeuille
- Renouveler de manière rentable les polices existantes
- Identifier les opportunités de ventes croisées et incitatives
- Assurer la souscription commerciale des nouvelles affaires, selon les besoins.
- Assumer la responsabilité personnelle de la mise en œuvre des normes de qualité de service à l'échelle du groupe.
- Assurer le service des courtiers existants sur la base de la segmentation des courtiers
- Servir les segments de clients sur la base du manuel opérationnel
- Interagir étroitement avec les autres fonctions principales
- Appliquer les normes de souscription commerciale pour assurer la rentabilité et la qualité du portefeuille de clients.
**Exigences clés / Ce que vous apportez**
- Diplôme universitaire préféré
- 3 ans et plus d'expérience dans un service commercial ou administratif
- Excellentes connaissances en informatique avec une maîtrise d'Excel et de logiciels similaires
- Anglais requis
- Excellentes aptitudes à la communication et aux relations avec la clientèle
- Capacité à communiquer de manière professionnelle et efficace avec les clients
- Capacité à gérer plusieurs tâches à volume élevé
- Capacité à assurer la liaison avec les membres d'autres fonctions de base
- Esprit d'équipe
- Connaissance du marché
- Compréhension de base des conditions du marché
- Expertise métier
- Connaissance de l'assurance-crédit (y compris les produits et services offerts) un atout
- Compréhension du cycle d'administration des contrats
- Expérience en acquisition ou en souscription commerciale
**Principaux Avantages/Ce Que Nous Offrons**:
- Modèle de travail hybride et flexible
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