Bharat Tripathi
Finance & Analytics Professional | MBA | O2C Specialist | Driving Operational Excellence Through Data & Strategic Insight
- Role
- Process Developer at Genpact
- Location
- Jodhpur, IN
- LinkedIn followers
- 500 followers
About Bharat Tripathi
As a dedicated finance professional with a robust academic background, I hold an MBA from…
Experience
Process Developer
Mar 2024 — Present · IN
Good understanding of Accounts Receivable functionReview daily wire / lockbox report and provide Cash Application team with payment allocation details for application in Genius. Ensure cash is applied accurately.Review the assigned broker accounts and address all the open items with the respective brokerage staff via telephone and/or e-mail.Notify brokerage of delinquent balances via monthly broker statements and regularly follow-up on open balances throughout the month to ensure timely collection.• Provide commentary to Accounts Receivable Supervisor to update status on large, outstanding items for management reporting.Notify UW of any booking issues / discrepancies identified and ensure resolution in Genius (e.g. incorrect due dates entered, policy not booked but payment received, incorrect commission amount booked).Research and reconcile assigned third party administrator (TPA) accounts and address all open discrepancies. Coordinate with Program Operations Dept and Program Administrators to resolve any open balances.Handle the cancellation process, including sending out Notice of Cancellation (NOC) and coordinating with underwriting and brokers.
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