MIS Executive

Job Summary:

We are seeking a detail-oriented and analytical Data Reconciliation Executive responsible for managing monthly business sheet reconciliation, payment tracking, and coordination with insurance companies. The role requires strong Excel expertise, follow-up skills, and the ability to handle reconciliation processes independently as well as within a team.

Key Responsibilities:

• Perform complete reconciliation of monthly business sheets as per defined process.
• Ensure closure of business sheets within prescribed timelines.
• Clear all pendencies related to booking, payments, codes, and request IDs.
• Cross-check monthly business percentages (Product-wise & Company-wise).
• Reconcile payments received against business generated.
• Take final payment confirmation through official email communication.
• Follow up with company managers for pending or overdue monthly payments.
• Cross-check previous month outstanding payments and close related queries.
• Maintain accurate records both online (software) and offline (Excel).
• Handle data reconciliation working, float working, and rate updation.
• Update daily working sheets for performance tracking.
• Ensure minimum 75 business sheets are confirmed by 15th of every month.
• Attend all calls and maintain proper coordination with insurance companies.
• Work independently while also supporting and leading the team to resolve concerns.

Key Result Areas (KRAs):

• Timely reconciliation and closure of monthly business sheets.
• Reduction of pending payments and outstanding queries.
• Accurate tracking of float and business percentage calculations.
• 100% documentation of payment confirmations via email.
• Achieving minimum target of 75 confirmed business sheets by 15th of every month.
• Error-free maintenance of online and offline records.
• Daily working sheet updates without fail.
• Effective follow-up and communication with company managers.

Required Skills & Qualifications:

• Strong knowledge of MS Excel (Advanced formulas, functions, VLOOKUP, HLOOKUP, Pivot Tables, IF formulas, data analysis tools).
• Good communication and follow-up skills.
• Strong analytical and reconciliation ability.
• Detail-oriented with strong accuracy level.
• Ability to manage multiple companies’ reconciliation simultaneously.
• Team handling and problem-solving capability.

Experience:

• 1–3 years of experience in data reconciliation / insurance backend operations preferred.

Insurance industry experience will be an added advantage.

Job Types: Full-time, Permanent

Pay: ₹18,000.00 - ₹25,000.00 per month

Application Question(s):

• do you have experience in insurance company

Work Location: In person