Accountant / MIS/ Policy Issuance

· Reconcile accounts payable and receivable, bank statements and ensure timely bank payments.

. Maintaining MIS ( Management Information System).

· Assisting in the financial transactions such as payments, utility bills, invoices, purchase orders, reimbursements etc.

· Ensuring Statutory compliances like Income Tax, GST and filing of periodic returns

· Manage balance sheets and profit/loss statements.

· Process & compute tax payments and returns.

· Reinforce financial data confidentiality and conduct database backups when necessary

· Audit financial transactions and documents.

· Compute taxes and prepare tax returns.

· Handle monthly, quarterly and annual closings.

· Publish financial statements in time.

. Issue new policies endorsements , renewals & cancellations with regard to established procedure & timelines.

. Data entry & Verifying information prior to policy issuance to ensure accuracy & compliance.

. Maintain & manage the accurate documents of issued policies , clients correspondence etc.

. Respond to enquiries regarding policy details , status , addressing any related concerns.

. Calculate the premiums , refunds, commissions & adjustments .

. Ensure all policy issuance processes adhere to relevant insurance regulations & company policies.

Mandatory Skills / Competencies required:

· Bachelor in Accounts.

· Work experience as an Accountant & Policy Issuance at least for 3 yrs.

· Advanced MS Excel skills including VLOOKUP’s and pivot tables, journals & ledgers.

Preferences :

· Excellent knowledge of accounting regulations and procedures, including the Generally Accepted Accounting Principles (GAAP)

· Additional certification (CPA or CMA)

· Tally will be an additional advantage.

. Candidate has to be from the insurance / insurance broking sector

Job Type: Full-time

Pay: ₹18,000.00 - ₹29,000.00 per month

Benefits:

• Paid sick time

Schedule:

• Day shift

Work Location: In person

Expected Start Date: 02/08/2025