Senior Account Associate

1 month ago


Mumbai, Maharashtra, India Adept Global Full time

**Job Title:** Senior Account Associate

**Job Summary:** We are seeking a highly skilled Senior Account Associate to join our team at Adept Global. As a Senior Account Associate, you will be responsible for processing, reconciling, and providing support to our clients.

**Key Responsibilities:**

  • Log into insurance carrier online portals to download, compile, and save all statements.
  • Analyze incoming payments to correctly record items into Agency Management Systems.
  • Create and respond to internal inquiries to identify the placement of funds.
  • Identify and process statements to apply commissions correctly.
  • Perform research and create journal entries to move cash and revenue to appropriate divisions.
  • Maintain and upkeep internal communications to avoid discrepancies.
  • Ensure all tasks assigned are maintained, updated, and current to prevent a backlog.
  • Build effective electronic correspondence that engages an effective partnership.
  • Assist with the preparation of internal reports for tracking progress of placement of funds and reconciliation of insurance carrier statements.
  • Accounting entries as per U.S. GAAP.

**Requirements:**

  • Education requirement: CA / CPA / CMA preferred.
  • 3-5 years experience in accounting/finance fields.
  • Insurance experience preferred.
  • Flexibility of working additional hours as needed based on business needs since the role supports US team.
  • AMS 360 or EPIC software skills desired but not required.

**How to Apply:** Interested candidates kindly share your updated resume to husena@adeptglobal.com.



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