Insurance Broker Accounting (IBA):

- Process and allocate incoming cash receipts accurately across client and insurer accounts.

- Follow up with clients, brokers and insurers on outstanding balances and support timely collections.

- Review bank statements, remittance details and payment records to identify and match receipts.

- Investigate and resolve unidentified cash, allocation differences, short or excess payments and other account exceptions.

- Perform insurer statement reconciliations and resolve unmatched or disputed items.

- Prepare insurer payment schedules, remittance details, bordereaux reports and supporting calculations.

- Support month-end activities by clearing open items, validating balances and maintaining accurate financial records.

- Maintain process documents, trackers and audit-ready supporting records.

- Coordinate with internal teams and external stakeholders to resolve queries and ensure smooth financial operations.





- Follow IBA accounting standards, client money controls and agreed quality, SLA and KPI requirements.

Required Qualifications:

- B.COM, M.COM, MBA Finance, or equivalent commerce/finance qualification

- 0-12 months of experience in accounting, finance operations, or internship/project exposure in a related area

- Good understanding of accounting basics, journal entries, reconciliations, Excel, and financial data accuracy

- Valuable communication, problem-solving ability, attention to detail, and willingness to learn insurance broking finance processes

- Working knowledge of MS Office, especially Excel; ability to prepare simple reports, trackers, and client-ready updates

- Ability to work in a team, manage multiple tasks, follow process controls, and meet quality and timeline expectations

📌 Insurance Accounting (Ahmedabad)
🏢 QX Global Group
📍 Ahmedabad