Key Responsibilities:
- Monitor and manage accounts receivable balances related to insurance premium collections and claim reimbursements.
- Make regular outbound calls to insurance companies, brokers, and policyholders to follow up on outstanding invoices and payments.
- Resolve payment discrepancies and coordinate with internal teams to clarify billing issues.
- Maintain accurate records of communication, commitments, and payment status in the system.
- Reconcile customer accounts and update ledgers with received payments.
- Generate aging reports and escalate delinquent accounts as needed.
- Ensure compliance with company policies, IRDAI guidelines, and audit requirements.
- Support month-end closing processes related to revenue and receivables.
- Build and maintain strong relationships with clients and insurance partners to ensure prompt resolution of queries.
Requirements:
- Bachelor s degree in commerce, finance, accounting, or a related field.
- 1 3 years of experience in accounts receivable, preferably within the insurance or financial services sector.
- Proven experience in calling/following up for collections or coordination with clients/insurance partners.
- Excellent verbal and written communication skills in English (regional language is a plus).
- Proficiency in MS Excel and accounting/ERP software (e.g., Tally, SAP, or similar).
- Strong analytical, negotiation, and time management skills.
- Ability to work independently and as part of a team under tight deadlines.
Preferred Qualifications:
- Experience working with insurance companies (life, health, or general insurance).
- Knowledge of IRDAI regulations and the insurance documentation process.
- Familiarity with CRM tools or call management systems.
Benefits :
- 5 Days working
- US Shift (5:30 PM - 2:30 AM IST )
Key Skills :
- Account Receivable
- Account Payable
- Insurance
