Job Description Principal Duties/Responsibilities
Allocation of funds (EFT or Cheque) received from Client, broker or insurance company by researching relevant payment information receivedBooking 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 penaltiesLiaise with Client managers and Insurance companies for resolving discrepancies and unallocated cashTimely 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 guidelinesFollowing 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 ClientsWorking in TeamsDriving ExcellenceFostering InnovationAdapting to Change
Key Skills required for the job
Communication Skills – Business Writing and VerbalMS ExcelEye for DetailLogical ThinkingInterpersonal Skills
Required Qualifications, Knowledge, Experience
Qualifications: Any Graduate (No Gap in education-No ATKT's)
Shift Timing: 6.30pm to 3.30am (Saturday Sunday off)
Location: Vikhroli- Mumbai (Hybrid)
Experience: Any 1 to 6 years Experience