We are looking for a Policy Delivery Officer (PDO) based in Rome. Contract type: Permanent. Contract Labour: Ania. Schedule: Full Time.
The Policy Delivery Officer (PDO) is the operational point of contact between the business (General Secretary, UW, Ops) and Sales Functions and acts as the collector and responsible for the delivery and confirmation of contractual packages, policies and information sets. Synthesizing the various tasks under Sales and UW functions primarily and ensuring the delivery of all contractual documentation to be attached to the Legal Summary Sheet for the sign‑off required by corporate governance.
Key Responsibilities
* Produce the Terms & Conditions (including the basic DIP, additional DIP, CGA and privacy information);
* Produce the Application Forms (including QM / QA / RVM where applicable);
* Prepare the Welcome Letter;
* Prepare the Beneficiary Designation Form;
* Support the distribution team regarding the Free Collaboration Agreement (B RUI) / Agency Agreement (A RUI) / Distribution Agreement (D RUI);
* Support the deployment team in the creation of the operational manual;
* Collect from the Data Privacy Correspondent:
o The privacy clause in the collective contract/policy (owner-owner, owner-responsible, co-owners);
o The Data Processing Agreement;
o Other privacy attachments (only in case of appointment of the distributor as data controller);
o Act of appointment as data controller + Security Annex;
o Due Diligence Privacy e DD Security.
* Collect from the Compliance/AML Officer:
o The compliance clauses in the collective contract/policy (ABC, Sanctions, AML, etc.);
o Questionnaire for assessing insurance demands and needs;
o Module for customer identification and due diligence.
* Collect the SLA from Operations;
* Collect from the Distribution Team:
o The agreement on Information Flows under the POG Regulation;
o The Operational protocol for monitoring distribution networks.
* Collect from the Underwriting Team:
o The price list & potential Profit Share clause / Rappel clause (where applicable);
o POG information to the distributor.
The PDO stays always up to date on all the potential regulatory developments impacting the contractual or the pre‑contractual documentations by working in collaboration with the other relevant Functions (General Secretary, UW).
The PDO ensures all the relevant contractual/pre‑contractual documentation is stored in shared repositories made available by the Company and is available to all the relevant functions that may need to access it.
The PDO supports actively standardisation or simplification activities regarding pre‑contractual / contractual documentation as the case may require.
Technical / Functional Knowledge, Skills And Abilities
* Degree in Law is a plus;
* Appreciate a master’s degree in business law would be ideal;
* Minimum 3/4 years legal experience in the insurance industry;
* Knowledge of the various branches of law (administrative law, civil law, tax and financial law, banking law, commercial criminal law…);
* Knowledge of local law, contractual and IVASS regulations;
* Some expertise in national and international contracts;
* Capability to provide autonomous in‑house insurance legal consultancy;
* Results oriented, rigor, autonomy, sense of organization;
* Natural curiosity, capacity to challenge, analyse and communicate in a clear and synthesised manner;
* Predisposition for interpersonal relationships;
* Negotiation skills;
* Effective communication, both written and spoken;
* Confidentiality qualities;
* Problem solving;
* Change management;
* Independence of judgement;
* Result oriented and decision making;
* Fluent in Italian and English;
* Flexible, stress resilient and ability to manage multiple deadlines.
What We Offer
At AXA Partners, we’re appreciative of the people who work for us and our rewards package is reviewed regularly to reflect that. You can expect to receive:
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Who We Are
We’re AXA Partners, experts at designing and delivering assistance solutions and specialised insurance, credit, and lifestyle protection – with and for our partners worldwide. What sets us apart? The expertise and passion of our 8,500+ people, and a strong network of over 55,000 professionals all over the world. Powered by them and our sector‑leading technology, we continuously evolve, adapt and thrive – offering solutions and services that make sure we’re always at people’s side, no matter what. Helping others is our passion. Combining the best digital technology with our warm, human touch, we’re always looking at new ways to offer seamless and reassuring experiences when it really matters.
Join a company that helps protect the forests! At AXA Partners, we plant a tree for every new recruit (with a permanent contract).
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