Adrian Pavel
Policy Management Officer - Allianz Trade
Bucharest
Summary
I am a talented, ambitious and hardworking individual. I am loyal, honest, determined and persistent; things that matter to me in order to be able to get the job done. I am always energetic and eager to learn new skills. A key strength for me is communication; building strong relationships with people in order to deliver the best results. I am always on time for organized events, work-related or otherwise. I am motivated to go to the gym before or after the work to get fit and healthy; that's why I achieved one of my dreams of becoming a certified fitness instructor and personal trainer. Both as a person and a man I am extremely driven, with a clear goal to succeed.
Overview
13
13
years of professional experience
3
3
Certifications
1
1
Language
Work History
Policy Management Officer
Allianz Trade Romania
01.2023 - Current
- Implemented and managed insurance policies throughout their lifecycle: accurate set-up, updates, and application of contractual terms, conditions, and endorsements;
- Processed policy adjustments including premiums, fees, turnover declarations and year-end revisions to maintain compliance and accuracy;
- Collaborated with brokers and the Sales Department to resolve policy-related issues, clarify conditions, and ensure a smooth client experience;
- Ensured compliance with internal controls, operational procedures, and regulatory requirements, minimizing risks and discrepancies;
- Acted as Lean Agent, leading continuous improvement initiatives: identified bottlenecks in policy processes, facilitated workshops to gather feedback, designed streamlined workflows, and reduced turnaround times;
- Promoted a culture of efficiency and accountability, ensuring colleagues adopted Lean practices to improve service quality and accuracy.
Pricing Officer
Supermarket La Cocos
09.2022 - 01.2023
- Deliver financial advice to clients, proposing strategies to achieve short and long term objectives for insurance with minimal risk;
- Ensure maximum client satisfaction by providing exceptional and personalized service to each and every client;
- Work closely with specialists from different departments (Underwriting, Claims, Sales e.g.);
- Developing portfolios.
Financial Advisor
NN
07.2022 - 10.2022
- Deliver financial advice to clients, proposing strategies to achieve short and long term objectives for insurance with minimal risk;
- Ensure maximum client satisfaction by providing exceptional and personalized service to each and every client;
- Work closely with specialists from different departments (Underwriting, Claims, Sales e.g.);
- Developing portfolios.
Insurance Inspector - Group and Bancassurance
NN
01.2021 - 06.2022
- Being financially responsible for my department which means that I had to be very careful with all the payments received from all NN clients;
- Checking the documents sent for risk analysis as well as to the technical data entered in the electronic system and ensuring that they are in conformity with the assurance request documents sent by the customer;
- Sorting out whether additional information is necessary for the risk classification (medical investigations/documents, technical information, etc.);
- Analysing and interpreting the information based on the applicable assessment guides and in compliance with company standards and objectives;
- Assessing the occupational, sport, hobby, residential, medical and financial risk.On which the final result of the assessment will be determined;
- Recording the conclusions of the evaluation and status of the requests which have been validated (issued/rejected/postponed) in the specific IT system;
- Drawing up the necessary documentation and cooperate with the other persons/divisions/departments concerned and with the Sales Force respectively;
- Sending letters to the clients containing the results of their requests;
- Providing expert support in preparing information materials for the sales force (e.g. circular);
- Responsible for running specific programs from the group insurance database;
- Testing different applications in order to improve them.
Investigations and Complaints Officer
NN
09.2020 - 01.2021
- Ensuring the evaluation and resolution of complaints registered at the headquarters, as well as the prevention and investigation of fraud cases related to the activity of the sales force for life insurance, in accordance with the internal rules and working procedures;
- Evaluating the case of complaints by checking all available sources (databases, customer history, etc.);
- Obtaining the necessary information to resolve the case from all departments involved;
- Deciding what is the best way to resolve the situation in question and the channel through which the client's response will be communicated;
- Proposing solutions and exceptions if necessary, for resolving complaints in progress;
- I used to contact the customers and the Sales Force Department in order to carry out specific cases.
- Providing support for other departments (UW, Claim, PS, Collection, Contact Center) to solve atypical situations
Personal Trainer
World Class Romania
03.2019 - 09.2020
Insurance Inspector - Group and Bancassurance
NN
05.2018 - 09.2020
- Being financially responsible for my department which means that I had to be very careful with all the payments received from all NN clients;
- Checking the documents sent for risk analysis as well as to the technical data entered in the electronic system and ensuring that they are in conformity with the assurance request documents sent by the customer;
- Sorting out whether additional information is necessary for the risk classification (medical investigations/documents, technical information, etc.);
- Analysing and interpreting the information based on the applicable assessment guides and in compliance with company standards and objectives;
- Assessing the occupational, sport, hobby, residential, medical and financial risk.On which the final result of the assessment will be determined;
- Recording the conclusions of the evaluation and status of the requests which have been validated (issued/rejected/postponed) in the specific IT system;
- Drawing up the necessary documentation and cooperate with the other persons/divisions/departments concerned and with the Sales Force respectively;
- Sending letters to the clients containing the results of their requests;
- Providing expert support in preparing information materials for the sales force (e.g. circular);
- Responsible for running specific programs from the group insurance database;
- Testing different applications in order to improve them.
Risk Insurance Analyst - Underwriter
NN
05.2016 - 05.2018
- Performing the necessary checks, mainly with regard to: documents sent for the analysis of the occupational and financial risks, as well as the technical data entered into the electronic system and ensuring their compliance with the insurance application documents sent by the client;
- Drafting and sending correspondence to clients through consultants in order to solve certain problems associated with the insurance applications;
- Assessing the agreements that have reached the anniversary date for the purpose of attaching additional insurance, increasing the premium or the sum insured, received from the Policy Services Department;
- Responsible for checking whether the clients’ data has been accurately/fully entered into the system;
- Recording the conclusions of the assessment and the status of the applications that have been validated (issued) in the IT system;
- Submitting complex cases that require specialized assessment to the UW team;
- Drafting and sending, through consultants, information letters to the clients with regard to the results of the assessment of their applications;
- Selecting the insurance applications and distributing them and the correspondence sent by the clients amongst the team members;
- Offering specialized support for drafting the information materials for the sales force;
- Providing support to internal/external clients in order to perform the necessary checks and rectifications in the specific databases;
- Responsible for checking whether the clients data has been accurately/fully entered into the system;
- Participating in the drafting of the supporting materials for the training sessions for new team members, as well as colleagues from other departments, and the Sales Force;
- Participating in training new colleagues, the sales force and colleagues from other departments with regard to matters related to the division’s activity;
- Communicating with the other departments: Contact Center, Policy Services, IT.
Document Management Officer - Facility Management
NN
08.2015 - 12.2016
- Archived all Company document in acording with National Archive Low 16/1996;
- Providing support regarding documents filling for all organizational department, being responsible for the compliance with procedures on documents confidentiality;
- Drafting the archiving plans for the requesting departments, subject to the direct supervisor's approval;
- Responsible with the company records;
- Responsible for physical documents stored and delivered to archive division from company departments;
- Maintaining a permanent contact with storage services provider;
- Ensuring support for scanning Life, Group, P2 and P3 documents in Alfresco application;
- Quality checking for up-load scanned images in NN applications.
Assistant Team Leader
NN
09.2014 - 12.2015
- Data Entry team coordination and training for new employees.
- Allocation of new insurance contracts and different extra tasks.
- Daily/monthly productivity reports.
- Technical support.
Operations Administrator
NN
12.2012 - 11.2014
- Updating customers documents and database;
- Updating database through client requested pension fund data correction;
- Sorting/archiving documents for the Sales Administration Department;
- Reporting special cases to the proper divisions;
- Focus: correcting email addresses resulting in bounce;
- Inserting and updating data in Financial Plan application - PFP;
- Testing new applications which will improve and facilitate the new way of digital working.
Education
University degree - Health and Physical Education/Fitness
National University of Physical Education And Sports
Bucharest01.2014
GED -
Theoretical Highschool Dante Alighieri
Bucharest 04.2001 -
Skills
- Consistent perseverance
- Team member advocacy
- Volunteer engagement initiatives
- Data validation
- Collaborative teamwork
- Data organization
- Effective multitasking
- Excellent communication
- Active listening
Certification
FOREX - TeleTRADE
Volunteer
UEFA Europa League
- Coordinating and providing information related to supporters of carrying out of competition.
FIBA
- Setting up area for competition;
- Distributing promotional materials and sports equipment;
- Tracking results and competitive information;
- Team distribution on playing field.
Special Olympics
- Supporting participants in various sport activities;
- Granting competitive materials.
World Down Syndrome Day
Timeline
Policy Management Officer
Allianz Trade Romania
01.2023 - Current
Pricing Officer
Supermarket La Cocos
09.2022 - 01.2023
Financial Advisor
NN
07.2022 - 10.2022
Insurance Inspector - Group and Bancassurance
NN
01.2021 - 06.2022
Investigations and Complaints Officer
NN
09.2020 - 01.2021
Personal Trainer
World Class Romania
03.2019 - 09.2020
Insurance Inspector - Group and Bancassurance
NN
05.2018 - 09.2020
Risk Insurance Analyst - Underwriter
NN
05.2016 - 05.2018
Document Management Officer - Facility Management
NN
08.2015 - 12.2016
Assistant Team Leader
NN
09.2014 - 12.2015
Operations Administrator
NN
12.2012 - 11.2014
GED -
Theoretical Highschool Dante Alighieri
04.2001 -
University degree - Health and Physical Education/Fitness
National University of Physical Education And Sports
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