UNLEASH YOUR BEST SELF JOIN. LEARN. ADVANCE. EARN YOUR PASSION FOR EXCELLENCE STARTS HERE!! 1. Processing Operations – 70% Operate client systems and process insurance and accounting-related tasks (such as financial reco…
Skills: Financial Reconciliation, Insurance Processing, Accounting, Client Communication, Problem Identification
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Skills: General Ledger, Accounts Receivable, Accounts Payable, Bank Reconciliation, Billing Services
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Full-time
Modern Office, Comfortable Amenities, Team Activities
Posted 57d ago
~40 hrs/week
Responsibilities
The role involves processing insurance and accounting tasks, including financial reconciliation and tracking inflows and outflows. It also requires direct communication with clients to resolve procedure-related matters and investigating data discrepancies.
Requirements
Candidates must be able to follow established procedures accurately and meet quality and productivity standards. Proficiency in spoken and written English is required for client interaction.
Full job description
UNLEASH YOUR BEST SELF JOIN. LEARN. ADVANCE. EARN
YOUR PASSION FOR EXCELLENCE STARTS HERE!!
1. Processing Operations – 70%
Operate client systems and process insurance and accounting-related tasks (such as financial reconciliation and tracking inflows/outflows) accurately and efficiently.
Follow established procedures step by step and apply them correctly across different work scenarios.
Review task information carefully, identify missing, inconsistent, or unclear information, and take appropriate action based on procedures.
Meet defined quality, productivity, and turnaround time standards.
Comply with ReSource Pro’s Information Security policies and client information security requirements.
2. Client Communication – 15%
Provide timely support by conducting direct phone calls or emails with clients on procedure- or task-related matters (spoken English is required).
Communicate with clients using clear, polite, and well-structured written English.
Respond to client requests promptly and escalate concerns to the supervisor when needed.
3. Problem Identification & Other – 15%
Identify discrepancies between data received and client system records; investigate by accessing relevant systems to locate the root cause or gap.
Escalate identified issues in a timely manner with clear, structured descriptions of the discrepancy and supporting findings.
Conduct assigned auditing tasks and track data accurately via Case Tracker.
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Related keywords
InsuranceBusiness Process ManagementFinancial ReconciliationAccountingData AnalyticsComplianceCase TrackerService DeliveryInformation SecurityBPM
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance process and workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.
Offices: 60 E 42nd St, Suite 1500, New York, New York 10165, US · 288 Ningxia Rd., Qingdao Software Park Building G5, 3rd Fl, Qingdao, Shandong 266071, CN · Jinan Hi-tech Zone, Qilusoft Park 1, Shunhua Road Section F2, Pioneer Sq. Bldg 4, 5th Floor, Jinan, Shandong 250101, CN · 1221 N St, Lincoln, Nebraska 68508, US · Karle Town Centre, Bangalore, IN
InsuranceInsurtechKnowledge Process ManagementBusiness Process ManagementManagement ConsultingAdvisory ServicesDistribution StrategiesCompliance and Licensingand Tech-Enabled SolutionsConsulting
Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance process and workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.
Offices: 60 E 42nd St, Suite 1500, New York, New York 10165, US · 288 Ningxia Rd., Qingdao Software Park Building G5, 3rd Fl, Qingdao, Shandong 266071, CN · Jinan Hi-tech Zone, Qilusoft Park 1, Shunhua Road Section F2, Pioneer Sq. Bldg 4, 5th Floor, Jinan, Shandong 250101, CN · 1221 N St, Lincoln, Nebraska 68508, US · Karle Town Centre, Bangalore, IN
InsuranceInsurtechKnowledge Process ManagementBusiness Process ManagementManagement ConsultingAdvisory ServicesDistribution StrategiesCompliance and Licensingand Tech-Enabled SolutionsConsulting