Financial Associate

Position Description: Conducts processing activities in the policy lifecycle to maintain accounts receivable and payable properly, ensuring the right taxation process, posting and reconciling cash receipts, premiums and commissions

Essential Qualifications: Bachelor?s degree in commerce preferable 

Technical Qualifications: Proficient in MS-Office; Good Communication skills (written and verbal)

Work Experience: 0-2 years experience in Business Process Outsourcing industry; extensive experience in insurance processing would be an add on.

Organization Structure: Reports to the Associate Client Manager

Work Schedule: Employees may be assigned to work in rotational shifts to be set / changed by management, depending on business requirements.

Key Responsibilities

? Prepare, review and process information received in a database application 

? Analyze, evaluate policy related information to record cash receipts

? Record premiums and commissions

? Extract monthly statements and capture data from statements & bills

? Check and report discrepancies

? Match agency bills and processes pay

? Reconciliation of bills & Auditing

? Performs other related duties as may be assigned by the supervisor/s

Key Skills / Competencies

? English Communication Skills (verbal and written)

? Proficient in MS Office (Word, Excel, PowerPoint)

? Aptitude for numbers and calculations

? Strong attention to detail & logical ability

? Ability to work under pressure of deadlines

? Basics of accountancy ? an added advantage

? Adaptable to process / product changes

? Team player

? Documentation and e-mail business writing