Manage daily accounts: Record receipts, expenses, invoices, and other financial transactions accurately.
Reconcile payments: Match bank, UPI, and SmartHub settlements with customer payments and policy records.
Track premiums: Verify premiums collected, amounts paid to insurers, and any pending differences.
Handle refunds and chargebacks: Maintain supporting documents, track disputed payments, and coordinate with banks until closure.
Manage commissions: Check insurer and partner commission statements, identify short payments, and follow up on outstanding amounts.
Process payroll and incentives: Calculate salaries, attendance deductions, reimbursements, and approved sales incentives.
Coordinate tax compliance: Work with the CA on GST, TDS, returns, and statutory deadlines.
Control outstanding balances: Monitor customer dues, vendor payments, and agent settlements.
Prepare financial reports: Share monthly income, expenses, profitability, cash flow, and reconciliation reports with management.
Maintain financial controls: Ensure approvals, supporting documents, and secure records for payments and audits.

Pay: ₹30,000.00 - ₹50,000.00 per month

Work Location: In person

📌 Account Manager Amritsar (India)
🏢 BharatFino
📍 India