Accounts Receivable Team Lead

Job Title: Team Lead – Finance Operations

Department: Technology

Employment Type: Full Time

Location: Hyderabad

Experience Required: 6 – 8 Years

Job Summary

Navsan is looking for a dynamic and experienced Team Lead – Finance Operations with a strong focus on Accounts Receivable (AR), customer billing/invoicing, and collections. The role will lead a team supporting insurance-sector clients, drive accurate and timely billing and collections operations, manage global stakeholders, and ensure service delivery against agreed SLAs and KPIs.

Key Responsibilities

• Manage billing and invoicing workflows for insurance-related clients, including familiarity with the Lloyd’s and London Market operating environment.

• Experience preparing and submitting customer invoices through e-billing/customer portals such as LegalX, TyMetrix, Gemini, and ECF.

• Lead day-to-day Accounts Receivable (AR), customer billing/invoicing, and collections operations, ensuring accuracy, timeliness, and adherence to client requirements.

• Understanding of end-to-end automated billing workflows, including how bots or integrations transfer invoice data from SAP/ERP systems to customer or e-billing portals, and how to monitor exceptions and resolve failures.

• Manage, coach, and develop a team of 6–8 associates and subject matter experts (SMEs), with clear work allocation, performance expectations, and accountability.

• Own service delivery against contractual SLAs, KPIs, turnaround times, and quality standards; monitor performance and drive timely corrective actions.

• Build effective working relationships with stakeholders across the US, Europe, EMEA and APAC; act as a key point of contact for operational reviews, escalations, and service updates.

• Review ageing, billing accuracy, unbilled items, disputes, collection effectiveness, and other AR metrics; use data to identify risks and improve outcomes.

• Drive root-cause analysis for missed deliverables, billing errors, delayed invoices, and collection issues; implement corrective and preventive actions to avoid recurrence.

• Ensure robust controls, process documentation, audit readiness, and compliance with client policies and applicable regulatory requirements.

• Support process transitions, migrations, client onboarding, and stabilization, ensuring knowledge transfer and operational readiness.

• Identify opportunities to standardize workflows and improve efficiency through process redesign, reporting, and automation.

Required Qualifications & Experience

• Bachelor’s degree in finance, Accounting, Commerce, or a related discipline; an MBA or relevant professional qualification is an added advantage.

• 6–8 years of experience in finance operations, with substantial hands-on and supervisory experience in Accounts Receivable (AR), customer billing/invoicing, and collections.

• Prior experience in an insurance-related organization, insurance services environment, or supporting insurance-sector clients is required.

• Working knowledge of the Lloyd’s and London Market insurance environment is required.

• Demonstrated experience managing a team of 6–8 associates and SMEs, including work allocation, coaching, performance management, and delivery oversight.

• Experience working directly with stakeholders and clients across the US, Europe, and APAC time zones.

• Strong understanding of AR operations, billing controls, collections, dispute resolution, ageing analysis, and service delivery metrics.

• Advanced proficiency in MS Excel and experience using ERP systems such as SAP for billing and AR-related activities.

Preferred Skills

• Oversee customer invoicing, billing validations, dispute management, cash application/receipt follow-up, and collections activities, as applicable to the process scope.

• Understanding of end-to-end automated billing workflows, including how bots or integrations transfer invoice data from SAP/ERP systems to customer or e-billing portals, and how to monitor exceptions and resolve failures.

• Exposure to insurance billing requirements, broker/client invoicing, and the operational practices of the Lloyd’s and London Market.

• Knowledge of process improvement methodologies such as Lean or Six Sigma, and exposure to workflow automation and finance transformation initiatives.