Job Description
- Manage books of accounts, validate ledger entries and perform matching exercise on daily basis
- Perform regular reconciliations for brokerage and accounts receivable, resolving discrepancies, 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 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