Temporary Receipt Service Accounting Staff

Nice to know

We are looking for a detail‑oriented and reliable Specialist - Temporary Receipt (TR) Service to join our Operations team. In this role, you will be responsible for managing Temporary Receipt (TR) and electronic TR (e‑TR) processes used in premium collection through our agency network. You will work closely with agency leaders and internal teams to ensure accurate records, smooth operations, and strong risk control.

This role is ideal for candidates who enjoy structured work, coordination with multiple stakeholders, and contributing to operational excellence in the insurance business.

What You Will Do

1. Temporary Receipt (TR) Request Management

• Handle and oversee requests for Temporary Receipt (TR) documents from agency leaders
• Review, approve, and record TR requests in the system according to company guidelines and assigned quotas
• Ensure TR numbers are correctly generated, mapped, and tracked
• Coordinate with logistics teams for TR document distribution
• Monitor TR issuance to ensure compliance with policies and controls

2. TR & e‑TR Cancellation (Expired or Lost Documents)

• Manage TR and e‑TR cancellation requests in cases of expiration or loss
• Review supporting documents (e.g. expired TRs, police reports for lost TRs)
• Coordinate with agency leaders to collect additional information when needed
• Verify and approve cancellation transactions in the system
• Ensure cancellation data is accurate and properly recorded

3. TR & e‑TR Usage Monitoring

• Monitor and maintain accurate TR and e‑TR usage information
• Track payment details such as payment type, amount, and date
• Identify inconsistencies between system data and physical documents
• Work with other departments to investigate unusual cases and potential risks
• Prepare summary reports for premium verification and fraud prevention review

4. e‑TR System Support & Improvement

• Promote the use of the e‑TR system to improve efficiency and reduce risk
• Support agency leaders by providing guidance on e‑TR usage
• Monitor e‑TR performance and usage trends
• Support system authorization, enhancements, and reporting activities

Must Have

• Bachelor's degree in finance, Accounting, Economics, Business Administration, or related fields
• 2 years of experience in finance, accounting, commission/payment operations, risk management, insurance, or banking
• Good attention to detail and ability to work with data and documents
• Basic understanding of operational control and compliance

Nice to Have

• Experience working with agency channels or insurance operations
• Experience with system‑based transaction processing or reporting
• Good experience with MS Excel advance, data tools: Power BI is preferred
• Able to use English communication is preferred

• Any AI-future skills e.g., ChatGPT, or CoPilot365, will be advantage.

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. We are united by a shared commitment: to put our customers first and at the centre of everything we do. Their needs inspire our thinking and guide our actions. Together, we can build an environment where everyone feels empowered and confident to explore, grow and shape a better future - for our customers and for 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. The foundation for this is our inclusive workplace, where people and performance both matter, and where integrity, fairness, inclusion and trust are at the heart of our culture. We therefore welcome applications regardless of ethnicity or cultural Internal 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.