Receipt and verification of employee expenses claim, third party payment and payroll allowance against client policies
Responsible for ensuring timely and accurate payroll submission to clients system
Communication with client employees or internal Consultants with respect to expense claims, third party payments and payroll allowances, whether it is approved or rejected via email correspondence and phone calls in a professional manner
Collection and receipt of scanned or hard-copy invoices from landlords and Third-Party vendors and facilitate payment align with clients policies
Verify all employee details including clients cost centers and chargeable company as required by the client
Recording and tracking of all employee disbursements, refunds, bank charges and Third-Party vendor payments
Fully understand client various policies and apply it to each transaction approval and escalate policy clarification issues to Financial Services Team Lead
Business Analyst - Payment & Reporting Team
Facilitate international & domestic payments using multi-currency bank accounts via our Treasury Management System
Prepare daily bank reconciliation reports
Produce expense and payment summary reports per client requirements
Ensure all weekly, monthly, quarterly and annual reports and information are submitted to the client and its finance department on a timely manner
Prepare operational reporting including KPI reports
Business Analyst Data Administration Team
Facilitate the companys internal data system and set up all vendors bank account details in the system
Familiarize with international payment rules and validate bank account details for third party vendors
Submit one-off Third-Party Vendor or Allowance payment request into our system
Verify and keep track on the recurring expenses for clients
Communicate with Business Analysts and internal consultants to clarify bank account details and recurring expenses information
Demonstrated commitment to customer service and continuous improvement
Ability to set priorities, work autonomously, manage your time and workload and dependably meet strict deadlines.
Professional attitude and a willingness to contribute in a team environment
Strong work integrity
Interpersonal skills and the ability to build collaborative relationships with multiple and diverse stakeholders.
Developed administration and organisation skills with strong attention to detail.
Experience in the use of Microsoft Office including Word, Excel, Outlook or equivalent.
Job Description :
To ensure customer service and support all operations. To create customer delight at every interaction.
Interacting with external customers and internal customers and addressing their queries, requests and complaints.
Committed TATs are met consistently
Complaints Management- addressing customer complaints at the branch, system updation, coordination with Sales/HUB/ other functions for resolution.
Refunds processing and dispatch
Undelivered policy documents tracking and management.
Maintenance of all files and registers.
New Business Processing:-
Handling end to end New business processing starting from creation of Client id,Case start up, New business login, Follow up for policy issuance, Quality Check
Follow up with HUB for policy issuance of pending cases