Sr. Accounts Associate

Position Summary

The role requires an independent quality assurance review performed for continuous improvement and quality control management program that impact customer centricity, financial and audit results. The objective of this quality control review is to identify accuracy, completeness and timeliness trends in the processing of new establishments for US Pensions, benefit quotes. Quality Management Team provides feedback on noticeable trends and recommendations for continuous improvements. The result of the review is being reported to RIS Management once the entire file has been performed.

Job Responsibilities

·Extracting, compiling and comparing data from various sources. 

·Reviewing all critical information of clients.

·Test the report / data for possible fraud, accuracy, completeness and timeliness. 

·Report out the findings to management.

·Extracting, compiling and comparing data from various sources and reviewing data / creating metrics using various systems, applications, and Excel.

·Review critical documents of clients through various applications.

·Check the accuracy, timeliness and completeness of data by running various reports and comparing it to PCTS or Vantage systems. 

·Save and share the reports / findings with on shore team.

·Share the discrepancies with onshore team to rectify them.

·Communication with stateside team on regular basis after sharing discrepancy reports.

·Seeking indirect satisfaction level of end users by providing them accurate and timely services.

·Be able to create / modify formulas in Excel to meet the need of any report.

·Interpret data to identify possible fraud situations.

·An understanding of the business practices of each team.

·Follow-up with other Business partners for closure of open items and provides back-up for all discrepancies.

Knowledge, Skills and Abilities

Education

·Graduate in Accounting / Commerce / Business Administration with at least 15 years of education

Minimum 12 to 24 months of work experience in a related field is required. Experience in financial/accounting processes shall be preferred. 

Knowledge and skills (general and technical)

·Strong research and analytical skills.

·Proven Computer navigation skills (Mandatory).

·Proven keyboarding speed (Mandatory)

·Excellent Excel skills. Proficient in creating / correcting formulas, etc.

·Knowledge about the Insurance industry in US (Optional)

·Knowledge about US Culture

·Knowledge of Reporting fundamentals

·Good listening, or written communication skills or both.

·Self-motivated, well organized and flexible with a sense of urgency approach

·Team work/ Managing Self / Adaptability

·Proficiency in English and excellent oral/written communication required, should be able to read and write unscripted communication.

·Ability to work successfully in production driven environment

·Adaptability to change

·Self-disciplined and result oriented

·Ability to manage multiple tasks prioritizing effectively.

·Ability to find creative and innovative solutions to business problems