Accounts Receivable / Senior Finance Analyst (OTC)

Accounts Receivable / Senior Finance Analyst (OTC)

Job Title: Accounts Receivable / Senior Finance Analyst (OTC)
Location: Nagpur, India
Experience: 4–6 Years
Band: BPO 2
Salary: Up to ₹7 LPA
Domain: Insurance
Headcount: 1

Job Overview

We are looking for an experienced Accounts Receivable / Senior Finance Analyst (OTC) to join our Insurance domain team in Nagpur. The ideal candidate should have strong accounting and reconciliation experience, preferably within the insurance brokerage or Property & Casualty (P&C) insurance industry, along with hands-on experience using insurance agency management systems such as BenefitPoint or Applied EPIC.

Requirements

• 4–6 years of relevant accounting, billing, or accounts receivable experience

• Experience in the insurance brokerage industry or P&C insurance is preferred

• Working knowledge of insurance agency management systems (AMS), such as:

  • BenefitPoint

  • Applied EPIC

• Strong understanding of commission receivables and reconciliation processes

• Excellent attention to detail and accuracy

• Strong communication and teamwork skills

Key Responsibilities

• Reconcile commission receivables from insurance companies and follow up to ensure timely collection of commissions due.

• Ensure accurate and timely receipt, posting, and reconciliation of direct bill commissions from insurance companies on a daily, weekly, and monthly basis.

• Process corrections and changes to broker commission rates as required.

• Track direct bill commission information, including:

  • Carrier name

  • Date check received

  • Commission amount

  • Date processed

  • Completion status

• Ensure all changes and adjustments are properly documented.

• Maintain accurate records and support documentation.

• Collaborate with internal teams and insurance carriers to resolve discrepancies and outstanding receivables.

• Contribute to knowledge sharing and process documentation.

Education

• Graduate in Accounting, Finance, Commerce, or a related field.

• 4–6 years of billing/accounting experience in the insurance or financial services industry.

Certifications / Technical Skills

• Hands-on experience with Applied EPIC is preferred/required.

• Experience with other insurance agency management systems (AMS) is an advantage.

Soft Skills

• Excellent communication skills

• Strong team collaboration

• Attention to detail

• Good documentation skills

• Knowledge-sharing mindset

• Strong analytical and reconciliation skills

Recruitment / Screening Questionnaire

Interested candidates are requested to complete the screening questionnaire below:

Questionnaire: https://myglit.com/lateral/cref/eeb29f0337

Important Information

• Ex-TCS employees are not eligible to apply.

• PAN and Date of Birth (DOB) are required for profile creation.

• Candidates should meet the relevant experience and technical requirements before applying.