Job Title

Job OverviewThe Accounts Executive – Banking and Insurance role is a Junior-level, full-time opportunity based in Mumbai. The ideal candidate will have 1 to 3 years of relevant work experience and contribute to key accounting, banking, and insurance processes while supporting the company’s financial operations within a dynamic IT services environment.Qualification and Skills: -Proven experience in insurance claims management, ensuring accurate and timely processing of all claims requestsStrong ability in financial analysis to interpret, evaluate, and summarize financial data for management and stakeholdersDemonstrated customer service skills in handling queries, addressing discrepancies, and delivering a positive client experienceWorking knowledge of regulatory compliance relevant to banking and insurance to ensure adherence to industry norms and internal controlsProficiency in Microsoft Excel including creating spreadsheets, using formulas, and preparing detailed financial statements and reportsHands-on experience using Tally ERP for accounting operations such as ledgers, vouchers, and transaction managementExpertise in accounts payable tasks, including invoice processing, vendor reconciliation, and payment tracking with attention to deadlinesRoles & ResponsibilityOversee and manage daily banking transactions, ensuring all entries are properly recorded and documented in accounting software.Handle insurance claims processing, documentation, and coordination with insurers to support timely settlements and compliance.Prepare, verify, and post financial entries using Tally ERP, maintaining accuracy in ledgers, invoices, and account statements.Support account reconciliation activities by analyzing statements, identifying errors, and resolving discrepancies in a timely manner.Process accounts payable, maintain vendor records, and follow up with suppliers to ensure payments and settlements are up to date.Monitor compliance with regulatory requirements and assist with internal and external audits for banking and insurance processes.Provide excellent service to internal teams and external stakeholders, addressing account-related queries and maintaining professional communications.