Senior Insurance Professional

1 week ago

Pune, Maharashtra, India beBeeinsurance Full time ₹ 8,00,000 - ₹ 12,00,000
Job Description

We are seeking a skilled Insurance Coordinator to manage all insurance-related activities, ensuring compliance with tax laws and maintaining accurate accounting records.

  • Key Responsibilities:
  • C coordinate and manage all insurance-related activities including new policy procurement, renewals, endorsements, and claim settlements.
  • Maintain and update the insurance register for all policies across the organization.
  • Follow up with insurance companies, brokers, and internal departments for timely issuance of policies and claim documentation.
  • Ensure accurate accounting entries for insurance premiums, claims received, and related provisions.
  • TDS Compliance:
  • Timely deduction and deposit of Tax Deducted at Source (TDS) as per applicable laws.
  • Preparation and filing of TDS returns (Form 26Q, 27Q, etc.) within statutory deadlines.
  • Maintain proper records of challans, certificates, and reconciliations with Form 26AS.
  • Address vendor queries and ensure PAN compliance to avoid short deduction or disallowance.
  • Accounts Data Processing:
  • Record and process day-to-day accounting transactions including invoices, payments, journal entries, and petty cash.
  • Assist in preparation of monthly reconciliation statements for banks, vendors, and ledgers.
  • Support month-end closing activities including accruals and provision entries.
  • Ensure timely and accurate documentation of all accounting records for audit purposes.

Key Skills & Competencies:

  • S sound knowledge of insurance policies, terms, and claim procedures.
  • Working knowledge of TDS provisions under the Income Tax Act and e-filing procedures.
  • Proficiency in accounting software (Tally ERP / SAP / or other ERP tools) and MS Excel.
  • Strong organizational and communication skills.
  • Ability to work under deadlines and maintain confidentiality.

Qualifications & Experience:

  • Bachelor's degree in Commerce / Finance / Accounting or related field.
  • 2–4 years of relevant experience in insurance coordination, taxation, and accounting.
  • Familiarity with statutory compliance and audit requirements.

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