
TM-Reconciliation & Invoicing| Insurance Brokerage Background must| AR
4 weeks ago
Role: Team Manager - Reconciliation & Invoicing.
Location: Vikhroli, Mumbai (Hybrid)
Shift: 9 AM to 6 PM
*****Note: It is a Team Handling role*****
*****Candidates should be from Commerce Background*****
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IMMEDIATE JOINERS REQUIRED
Send your updated CV directly to: WhatsApp)
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Must Have:
- Insurance Brokerage Company Background
- Brokerage Lifestyle
- Reconciliation
- Accounts Receivable
- Team Handling
- Excel
- Min 5 years exp with 2 Years Team Handling exp
Job Description:
- Manage & enhance books of accounts, validate ledger entries and perform matching exercise on daily basis
- Perform regular audits - reconciliations for brokerage and accounts receivable, resolving discrepancies, establish clear guidance for clearance, always ensure compliance per financial standards
- Create, verify, and issue invoices, coordinate with clients & insurers for timely payments, and maintain organized invoicing records
- Suggest and implement improvements to accounting processes for enhanced efficiency and accuracy
- Collaborate with internal teams, communicate with clients, work with underwriters, and liaise with regulatory bodies to ensure smooth operations and compliance
- Assist in preparing financial reports, analyze financial data, and support audits with necessary documentation
- Coordinate closely with brokers to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly
- Ability to think critically and make sound judgments based on the evidence presented
KNOWLEDGE, SKILLS AND ABILITY:
(List the MINIMUM knowledge, skills and ability required to perform the essential functions of the position):
- Technical Proficiency and Understanding of Insurance service
- Excellent Written and Oral communication skills
- Interpersonal skills
- Ownership and Accountability
- Insurance domain knowledge
- Understanding of best practices in business processes and quality assurance
- Ability to work independently and as part of a team to achieve quality and compliance objectives
- Commitment to maintaining confidentiality and handling sensitive information appropriately
- Willingness to continuously learn and develop new skills to enhance audit effectiveness
- Publish dashboards to suggest the improvement in matched and unmatched revenues
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