- Sound knowledge of Basic Accounts and Finance
- Sound knowledge of O2C Cycle –Accounts Receivables and Cash Applications
- Understanding of Insurance Products and Insurance Finance
- Excellent understanding of UK Insurance domain including Bureau and Non-Bureau Market
Responsibilities
The primary responsibilities of this role include –
- Ensure adherence to Company Policies and Procedures
- Manage Cash Application - Validations and execution of transactions with accuracy and timeliness
- QC - Review of transactions with accuracy and timeliness to share structured and timely feedback to team members
- Reporting – Reporting of day-to-day transactions and activities / weekly team performance and month end deliverables
- Thorough understanding of Insurance documents for query resolution
- Handling month end closing activities for Account Receivables
- Analysis of Unapplied/Unallocated Cash – Research and Analysis of aged unmatched transactions
- Analyze and research on open queries assigned as per designated portfolio
- External and Internal Stakeholder management
- Ensure the assigned task completion in accordance with the SLA and company standards
Qualifications
- Commerce Graduate with 3 to 5 years of experience [Insurance Domain + BPO]
- 3+ years of prior experience in OTC and exceptions handling will be an added advantage
- Good communication & business writing skills. Ability to liaison with multiple departments/stakeholders
- Create a high performing culture; planning, organizing and prioritizing all work activities to achieve department and team goals and objectives
- Managing client expectation on key deliverable
- Highly adaptable and adaptable
- Excellent writing and verbal communication
📌 Assistant Manager (Noida)
🏢 EXL
📍 Noida
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