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Job Location | Mumbai City |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Management Consulting / Strategy |
Functional Area | Finance / Accounts / Tax |
EmploymentType | Full-time |
To ensure seamless learning & processing of IBA activities. This will include the full end to end process including Statement Rendering, Reconciliations, Payments/ Receipts, Stakeholder Management, Query Resolution, chasing, escalation and managing metrics.Working time would be the usual i.e. a 9 hour shift between 12.30 P.M. - 09.30 P.M. (IST). Role Description Role Requirements vActively controlling and managing all items on a portfolio of customer accounts, ensuring timely collection and payment of premium due to/from client /carrier. vRender monthly statements to Account Holder vReconciling statement of account and offsetting premiums against Return premiums vProper reconciliation/ matching of cash received to reflect correct audit trail. vUtilizing excellent communication skills at all levels within JLT and with external customers vReviewing Ledgers and providing accurate analysis of accounts. vEnsure uncollected fees and premiums are highlighted to Business Unit/Account Executive before provision for Bad debts have to be made. vManaging and prioritizing workload within own portfolio to meet pre-determined deadlines vEnsure no funding unless pre-approved and copy of signed document in file vEnsure PPD and PPWs are met and inform Account Exec of the same. vMaintenance of relevant record / logs / timesheet vUnderstand and contribute to the achievement of individual and departmental Key Performance Indicators vUnderstand and adhere to the Compliance Standards / FCA requirements / SOX standard Technical Skills vGood Proficiency in using MS Excel General Skills vBasic Understanding of the broking business vGood written and verbal communication skills vShould know Basics of Accounting vEye for Detail vLogical Reasoning vProblem Solving and Analytical Skills Preferred candidate profile Prior Experience vPreferably having knowledge on Insurance Broking though not mandatory. Education/ Qualification vMust be a Graduate vCert CII preferable ,
Keyskills :
phpstakeholder management ms officeaccounts maintenanceproblem solving educationgraduate