Specialist, Accounting Services, India
About this role
UNLEASH YOUR BEST SELF
JOIN. LEARN. ADVANCE. EARN
YOUR PASSION FOR EXCELLENCE STARTS HERE!!
1. Processing Accounting Support Tasks - 65%
Working independently, processes tasks related to client accounting and billing services. Serves as the accounting services lead for a portfolio of mid- to high- level complexity client accounts.
Follows established processes and procedures to complete routine daily and monthly tasks related to General Ledger, Accounts Receivable and Accounts Payable, bank reconciliations, reconciling the billing system to the underwriting system, month-end reporting, deductible billing and claims billing.
Exercise problem solving skills to resolve problems with mid- to high- level complexity. Escalate very high-level complexity to senior team members and/or supervisor, as needed.
2. Client Service and Communication - 15%
Receives and handles client requests via inbound email. Attends client meetings and provides input or updates as needed.
Respond promptly to client needs, maintaining a high level of professionalism and ensuring a positive client experience.
Answers questions professionally and assists clients by completing a task or process for them.
3. Teamwork and Collaboration - 20%
Collaborates with co-workers and supervisors to meet client needs and contribute to achievement of internal team goals.
Assists with a variety of interdepartmental special projects, as required.
Looks for opportunities to improve processes to better support client and build knowledge and expertise in underwriting.
Serves as a resource and mentor to Associates and Analysts. Trains new team members on routine tasks and duties.
If you have the willingness to learn and develop your skills, we have the right job for you. Let’s make a deal!
Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!
Company at a glance
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 3,500+ 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 17 times—placing it among the top 0.04% of repeat honorees across all sectors in the Inc. list’s 40+ year history.
Tired of cold applications?
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Know someone who'd be great for this?