Financial Associate

RRD Global Outsourcing; Thiruvananthapuram; On-site; INR 200,000 - 320,000; Full time

Job summary

RRD Global Outsourcing in Trivandrum, Kerala, India is seeking a Financial Associate to handle policy lifecycle processing, ensuring accurate taxation, posting and reconciling cash receipts, premiums and commissions. The role involves working in a BPO setup with rotational shifts as required by management.

The ideal candidate holds a commerce degree and has 0–2 years of experience, with strong MS Office skills and excellent English communication.

Qualifications

• Bachelor’s degree in commerce preferable.
• Proficient in MS-Office; strong written and verbal communication.
• 0–2 years experience in BPO; insurance processing is a plus.

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

Skills

English communication

MS Office

Numeracy

Attention to detail

Deadline pressure

Accounting basics

Adaptability

Team player

Email writing

Education

Commerce degree

Job description

Job Summary

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

Essential Qualifications: Bachelors degree in commerce preferable

Technical Qualifications

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

Work Experience

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

Organization Structure

Organization Structure: Reports to the Associate Client Manager

Work Schedule

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

Job Details

• Job Division: Financial Management Services - TRV


• Job Type: Full time


• Job Opening Name: Financial Associate


• Location: Trivandrum, Kerala, India