$ads={1}
Principal Duties/Responsibilities
- Allocation of funds (EFT or Cheque) received from Client, broker or insurance company by researching relevant payment information received
- Booking of commissions against relevant client/policy in the system on basis of documentation received from Insurance companies.
- Timely clearance of return commissions to Insurance companies to avoid any potential penalties
- Liaise with Client managers and Insurance companies for resolving discrepancies and unallocated cash
- Timely and effective responses to all queries, requests, corrections, etc. received from field offices/insurance companies.
- Bi-weekly review of open ledgers and perform write-offs, offsets, etc. as per the accounting guidelines
- Following Procedures, Client / Insurance Companies specifications and adherence of all statutory requirements.
- Ensure ongoing, effective relationships with all stakeholders (Internal/external).
- Maintain Quality and Timelines standards.
Top 5 Competencies:
- Focusing on Clients
- Working in Teams
- Driving Excellence
- Fostering Innovation
- Adapting to Change
Key Skills required for the job
- Communication Skills – Business Writing and Verbal
- MS Excel
- Eye for Detail
- Logical Thinking
- Interpersonal Skills
Required Qualifications, Knowledge, Experience
Qualifications: Any Graduate
Knowledge: Good understanding and knowledge of MS office (Especially MS Excel)
$ads={2}
