Lead Specialist Finance:
o Experience: Minimum 6 years of experience
o Team handling experience is not mandatory (IC Role)
o Invoicing Reconciliation Brokerage / brokerage reconciliation experience in Indian Insurance / Broking market.
o Indian market experience
o Insurance broking experience
o Insurance domain experience is mandatory.
CTC: Upto 12 LPA
Shift Timing: General
Work Mode: Hybrid
Location: Mumbai (Vikroli)
Interview Process:
1. HR Screening
2. Excel Assesment
3. R-1 Ops Interview
4. R-2 Ops Interview
- About Gallagher:
| Gallagher is one of the leading insurance brokers risk management and HR & benefits consulting companies in the world. With significant reach internationally our organization employs over 52000 people and our global network provides services in more than 130 countries. Gallagher Center of Excellence (GCoE) supports the Gallagher team around the globe and around the clock by providing a wide range of services from back office and administrative services to knowledge intensive and niche services. Its a crucial component of Gallaghers ability to provide industry-leading quality customer service regulatory compliance and improved speed to market. We combine functional expertise industry knowledge and technology with a passion for excellence to deliver mission-critical services for our global staff. GCoE is a team of 11000 employees across five locations Bengaluru Pune and Mumbai Kolhapur & Shimoga providing reliable fast and high-quality support. Working at the GCoE gives you the opportunity to join a growing global organization. We offer our employees an unmatched professional environment to use their skills improve their knowledge and deliver tangible results. At Gallagher we want to empower you to make a difference take control and make an impact. Gallagher believes that all persons are entitled to equality in our employment opportunities. |
- Position Summary
| We are hiring an Analyst to Finance process for ensuring the quality and effectiveness of business products and services within India business. The invoicing creating ledger entries reconciliation of revenue tasks direct clients per IRDAI guidelines. This role requires a comprehensive understanding of the policy life cycle and the various actions required for New Business/Renewals Mid-Term Adjustments recovery and highlighting any discrepancies. |
- Primary Responsibilities
- Manage Book of accounts create ledger entries and perform match exercise on daily basis
- Perform regular reconciliations for brokerage and accounts receivable resolving discrepancies and ensuring compliance with financial standards
- Create verify and issue invoices coordinate with clients & insurers for timely payments and maintain organized invoicing records
- Suggest and implement improvements to accounting processes for enhanced efficiency and accuracy
- Collaborate with internal teams communicate with clients work with underwriters and liaise with regulatory bodies to ensure smooth operations and compliance
- Assist in preparing financial reports analyze financial data and support audits with necessary documentation
- Perform regular audit to maintain quality
- Publish report to understand the overall payment cycle and mitigation plan for any gaps
- Advance Excel proficiency
|
- Additional Responsibilities
- Coordinate closely with brokers and underwriters to ensure smooth processing of all transactions maintaining clear communication and addressing issues promptly
- Ability to think critically and make sound judgments based on the evidence presented.
- Understanding of best practices in business processes and quality assurance.
- Ability to work independently and as part of a team to achieve quality and compliance objectives.
- Commitment to maintaining confidentiality and handling sensitive information appropriately
- Willingness to continuously learn and develop new skills to enhance audit effectiveness
- Publish dashboards to suggest the improvement in matched and unmatched revenues
|
- Skills and Competencies
- Technical Proficiency and Understanding of Insurance service
- Excellent Written and Oral communication skills
- Interpersonal skills
- Ownership and Accountability
- Insurance domain knowledge
- Advance Excel
|
- Minimum Qualifications
| Education | Major | Graduate in Finance/Accounting or Postgraduate with any Specialization |
| Degree | Bachelor Master |
Lead Specialist Finance: o Experience: Minimum 6 years of experience o Team handling experience is not mandatory (IC Role) o Invoicing Reconciliation Brokerage / brokerage reconciliation experience in Indian Insurance / Broking market. o Indian market experience o Insurance broking experience o...
Lead Specialist Finance:
o Experience: Minimum 6 years of experience
o Team handling experience is not mandatory (IC Role)
o Invoicing Reconciliation Brokerage / brokerage reconciliation experience in Indian Insurance / Broking market.
o Indian market experience
o Insurance broking experience
o Insurance domain experience is mandatory.
CTC: Upto 12 LPA
Shift Timing: General
Work Mode: Hybrid
Location: Mumbai (Vikroli)
Interview Process:
1. HR Screening
2. Excel Assesment
3. R-1 Ops Interview
4. R-2 Ops Interview
- About Gallagher:
| Gallagher is one of the leading insurance brokers risk management and HR & benefits consulting companies in the world. With significant reach internationally our organization employs over 52000 people and our global network provides services in more than 130 countries. Gallagher Center of Excellence (GCoE) supports the Gallagher team around the globe and around the clock by providing a wide range of services from back office and administrative services to knowledge intensive and niche services. Its a crucial component of Gallaghers ability to provide industry-leading quality customer service regulatory compliance and improved speed to market. We combine functional expertise industry knowledge and technology with a passion for excellence to deliver mission-critical services for our global staff. GCoE is a team of 11000 employees across five locations Bengaluru Pune and Mumbai Kolhapur & Shimoga providing reliable fast and high-quality support. Working at the GCoE gives you the opportunity to join a growing global organization. We offer our employees an unmatched professional environment to use their skills improve their knowledge and deliver tangible results. At Gallagher we want to empower you to make a difference take control and make an impact. Gallagher believes that all persons are entitled to equality in our employment opportunities. |
- Position Summary
| We are hiring an Analyst to Finance process for ensuring the quality and effectiveness of business products and services within India business. The invoicing creating ledger entries reconciliation of revenue tasks direct clients per IRDAI guidelines. This role requires a comprehensive understanding of the policy life cycle and the various actions required for New Business/Renewals Mid-Term Adjustments recovery and highlighting any discrepancies. |
- Primary Responsibilities
- Manage Book of accounts create ledger entries and perform match exercise on daily basis
- Perform regular reconciliations for brokerage and accounts receivable resolving discrepancies and ensuring compliance with financial standards
- Create verify and issue invoices coordinate with clients & insurers for timely payments and maintain organized invoicing records
- Suggest and implement improvements to accounting processes for enhanced efficiency and accuracy
- Collaborate with internal teams communicate with clients work with underwriters and liaise with regulatory bodies to ensure smooth operations and compliance
- Assist in preparing financial reports analyze financial data and support audits with necessary documentation
- Perform regular audit to maintain quality
- Publish report to understand the overall payment cycle and mitigation plan for any gaps
- Advance Excel proficiency
|
- Additional Responsibilities
- Coordinate closely with brokers and underwriters to ensure smooth processing of all transactions maintaining clear communication and addressing issues promptly
- Ability to think critically and make sound judgments based on the evidence presented.
- Understanding of best practices in business processes and quality assurance.
- Ability to work independently and as part of a team to achieve quality and compliance objectives.
- Commitment to maintaining confidentiality and handling sensitive information appropriately
- Willingness to continuously learn and develop new skills to enhance audit effectiveness
- Publish dashboards to suggest the improvement in matched and unmatched revenues
|
- Skills and Competencies
- Technical Proficiency and Understanding of Insurance service
- Excellent Written and Oral communication skills
- Interpersonal skills
- Ownership and Accountability
- Insurance domain knowledge
- Advance Excel
|
- Minimum Qualifications
| Education | Major | Graduate in Finance/Accounting or Postgraduate with any Specialization |
| Degree | Bachelor Master |
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Posted on:
3 hours ago
Vacancies:
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