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.
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