Specialist (Middle Office – North America Account Operations) - Marsh & McLennan
(2022-04)
Supported USA & UK underwriting teams in pre- and post-placement activities across Property, Casualty & Environmental lines.
- Processed new and renewal policies, endorsements, and placements ensuring accuracy and compliance with carrier systems.
- Communicated with brokers and underwriters to obtain missing information, resolve queries, and maintain accurate account data.
- Conducted policy checks to ensure standard formatting and compliance before issuance.
- Assisted in late payment follow-ups with brokers and coordinated with underwriting and accounts receivable for reconciliation.
- Managed revenue and premium calculations, loss runs, and summary reports for stakeholders.
- Piloted and tested new CRM & placement management systems to streamline underwriting workflows.
- Provided floor support to analysts and delivered team productivity improvements (personal quality 96%+, team 93%+).
- Creating claim ID in Guidewire folder for evidence and related documents for adjuster to process the claims.
Taxation EXECUTIVE - TUV Sud South Asia Pvt Ltd
(2021-02 - 2022-04)
- GST - Final Working and Computation, SAP Rectification & Correspondence with SAP accountant, Consultant & Taxation Mangers, bank entry and GL Clearing, Challan & Computation for all states 20 states.
- TDS - Final Working and Computation, SAP Rectification & Correspondence with SAP accountant, Consultant & Taxation Mangers, bank entry and GL Clearing, Challan & Return.
- TDS Customer Side Reco for the last 6 years 26AS with SAP, Correspondence with Managers and All departs admin & Credit Controller all the BU and Sub BU within and outside India, entry & Clearing.
- PT, PF, ESIC LWF payment working, entries & GL Clearing.
- Other Tax Assessment, Audit & Tender bid requirements
ACCOUNTS EXECUTIVE - Itema Weaving India Pvt Ltd
(2020-01 - 2021-01)
- Streamline daily Payable related entries in the books of accounts with the cost center increasing accuracy.
- All the monthly Purchase booking into the books of accounts.
- TDS return & working for the monthly and quarter base work and reports.
- GST return working for the month and quarter base work and reports and 2A Reconciliation.
- Coordinating with Vendor and Account team and ledger confirmation & reconciliation (Credit Card, Hotel Bills etc.) Foreign remittance and exchange documenting.
- Prepare weekly reports and presentations to brief on financial outlook.
- Scrutiny of all the expense voucher of the employee local international visit according to the approval Limited and petty cash management.
- Monitor Expenses and provide recommendations based on current market trends.
AUDIT ASSISTANT - BASER & ASSOCIATES
(2019-06 - 2019-12)
- Worked on tally ERP9, Taxman Income Tax
- Income Tax, Stock and Statutory Audit Individual, Partnership, Private limited
- Balance Sheet Finalization, Computation, Income Tax Filing, Rectification
- Handling Scrutiny Income Tax, PT, GST for the clients
ACCOUNT ASSISTANT - CLOUD ACCOUNTING INDIA PVT LTD
(2017-04 - 2019-05)
- Worked on tally Erp9 zoho, books, Clear Tax, Gst plus
- GST Registration GSTR1 3B working filing, payment and 2A Reconciliation etc.
- TIN registration TDS working, Filing, Justification Report, Return Rectification TDS Certificate downloading etc.
- Profession tax registration working, return, filing and payment etc.
- Salary payroll working and salary slip generation working and entries in books of accounts.
- Bank Reconciliation, sale & Purchase Invoicing, Journal entries ledger scrutiny.
- Handling Scrutiny Income Tax, PT, GST for the clients.
