Assistant Manager/Deputy Manager - Insurance Brokerage Reconciliation & Invoicing

MANDATORY ASK:

6/8 YEARS OVERALL WITH MINIMUM OF 3/6 YEARS EXPERIENCE IN RECONCILIATION & INVOICING / KNOWLEDGE & EXPERIENCE IN END-TO-END INSURANCE BROKERAGE / HANDS ON EXPERIENCE IN ACCOUNTS RECEIVABLE, INVOICING & BROKERAGE RECONCILIATION / MINIMUM 2 YEARS TEAM MANAGEMENT EXPERIENCE.

JOB DESCRIPTION:

- Manage & enhance books of accounts, validate ledger entries and perform matching exercise on daily basis.

- Perform regular audits - reconciliations for brokerage and accounts receivable, resolving discrepancies, establish clear guidance for clearance, always ensure compliance per financial standards.

- Create, verify, and issue invoices, coordinate with clients & insurers for timely payments, and maintain organized invoicing records.

- Suggest and implement improvements to accounting processes for enhanced efficiency and accuracy.

- Collaborate with internal teams, communicate with clients, work with underwriters, and liaise with regulatory bodies to ensure smooth operations and compliance.

- Assist in preparing financial reports, analyze financial data, and support audits with necessary documentation.

- Coordinate closely with brokers to ensure smooth processing of all transactions, maintaining clear communication and addressing issues promptly.

- Ability to think critically and make sound judgments based on the evidence presented.

KNOWLEDGE, SKILLS & ABILITY:

- Technical Proficiency and Understanding of Insurance service.

- Excellent Written and Oral communication skills.

- Interpersonal skills.

- Ownership and Accountability.

- Insurance domain knowledge.

- Understanding of best practices in business processes and quality assurance.

- Ability to work independently and as part of a team to achieve quality and compliance objectives.

- Commitment to maintaining confidentiality and handling sensitive information appropriately.

- Willingness to continuously learn and develop new skills to enhance audit effectiveness.

- Publish dashboards to suggest the improvement in matched and unmatched revenues.