Financial Services Professional

2 weeks ago

Bareilly, Uttar Pradesh, India beBeeInsurance Full time ₹ 6,00,000 - ₹ 8,00,000

Key Responsibilities:

  • Manage and coordinate all insurance-related activities including procurement, renewals, endorsements, and claim settlements.
  • Maintain and update the 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 premiums, claims received, and related provisions.

TDS Compliance Requirements:

  • Deduct and deposit TDS as per applicable laws.
  • Prepare and file TDS returns (Form 26Q, 27Q) 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 Tasks:

  • Record and process day-to-day 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.

Required Skills & Competencies:

  • Solid 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 / 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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