Financial Associate

Job Summary

Position Description: Conducts processing activities in the policy lifecycle to maintain accounts receivable and payable properly, ensuring the right taxation process, posting and reconciling cash receipts, premiums and commissions.

Location: Trivandrum, Kerala, India

Essential Qualifications

Bachelors degree in commerce preferable

Technical Qualifications

Proficient in MS-Office; Good Communication skills (written and verbal)

Work Experience

0-2 years experience in Business Process Outsourcing industry; extensive experience in insurance processing would be an add on.

Organization Structure

Reports to the Associate Client Manager

Work Schedule

Employees may be assigned to work in rotational shifts to be set / changed by management, depending on business requirements.

Key Responsibilities

• Prepare, review and process information received in a database application
• Analyze, evaluate policy related information to record cash receipts
• Record premiums and commissions
• Extract monthly statements and capture data from statements bills
• Check and report discrepancies
• Match agency bills and processes pay
• Reconciliation of bills Auditing
• Performs other related duties as may be assigned by the supervisor/s

Key Skills / Competencies

• English Communication Skills (verbal and written)
• Proficient in MS Office (Word, Excel, PowerPoint)
• Aptitude for numbers and calculations
• Strong attention to detail logical ability
• Ability to work under pressure of deadlines
• Basics of accountancy an added advantage
• Adaptable to process / product changes
• Team player
• Documentation and e-mail business writing