1. Manage books of accounts, validate ledger entries and perform matching exercise on daily basis
2. Perform regular reconciliations for brokerage and accounts receivable, resolving discrepancies, always ensure compliance per financial standards
3. Create, verify, and issue invoices, coordinate with clients & insurers for timely payments, and maintain organized invoicing records
4. Suggest and implement improvements to accounting processes for enhanced efficiency and accuracy
5. Collaborate with internal teams, communicate with clients, work with underwriters, and liaise with regulatory bodies to ensure smooth operations and compliance
6. Assist in preparing financial reports, analyze financial data, and support audits with necessary documentation
7. Coordinate closely with brokers to ensure smooth processing of all transactions, maintaining transparent communication and addressing issues promptly KNOWLEDGE, SKILLS AND ABILITY:

Technical Proficiency and Understanding of Insurance service

Excellent Written and Oral communication skills

Insurance domain knowledge

Publish dashboards to suggest the improvement in matched and unmatched revenues

📌 Invoicing and Reconciliation (Uttarakhand)
🏢 Skywings Advisors
📍 Uttarakhand