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 requests - Strong ability in financial analysis to interpret, evaluate, and summarize financial data for management and stakeholders - Demonstrated customer service skills in handling queries, addressing discrepancies, and delivering a positive client experience - Working knowledge of regulatory compliance relevant to banking and insurance to ensure adherence to industry norms and internal controls - Proficiency in Microsoft Excel including creating spreadsheets, using formulas, and preparing detailed financial statements and reports - Hands-on experience using Tally ERP for accounting operations such as ledgers, vouchers, and transaction management - Expertise in accounts payable tasks, including invoice processing, vendor reconciliation, and payment tracking with attention to deadlinesRoles & Responsibility- Oversee 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.