Back Office Executive

Job Description

Job Summary: We are seeking a diligent and organized Back Office Executive to join our team at an insurance distribution company. The ideal candidate will be responsible for supporting various administrative and operational functions, ensuring seamless processing of insurance documentation, data management, and providing support to the front office and clients as needed. Key Responsibilities: Documentation Management: Process and maintain insurance-related documentation, including client files for claims, policy printouts, and quotation documentation. Ensure accuracy and compliance with company policies and regulatory requirements. Data Entry: Enter and update client details, policy information, quotations, and financial data into the company’s system efficiently, including daily insurance data management and policy maintenance. Record Keeping: Maintain detailed records of insurance transactions, claims, renewals, and policy books, ensuring data integrity and accessibility for audits. Client Coordination: Liaise with clients and insurance agents to gather necessary documents, share insurance quotations (motor, health, life), and resolve any queries. Processing Claims: Assist in claim submission processes and follow up post-submission with insurance companies. Coordinate with relevant departments to ensure timely closure. Report Generation: Prepare reports on insurance sales, renewals, claims, and other key metrics as required by management. Policy Renewals: Track and remind clients and agents about policy renewals, ensuring no lapses in coverage and timely issuance of renewal documents. Compliance & Quality Control: Ensure all back-office processes — including documentation, data handling, and communication — align with regulatory standards and company guidelines. Support Front Office: Provide administrative assistance to front office staff, including handling phone calls, emails, quotations, and client requests. Other Administrative Tasks: Perform any other duties as assigned by the management to support smooth office operations, including coordination with insurance companies for daily tasks. Key Requirements: Bachelor’s degree or equivalent in a relevant field (preferred but not mandatory). Prior experience in back-office operations, preferably within the insurance or financial services industry. Proficiency in MS Office Suite (Excel, Word, PowerPoint) and experience with CRM systems or insurance-related software. Strong organizational skills and the ability to manage multiple tasks with high accuracy. Excellent written and verbal communication skills to interact with clients and internal teams. Ability to identify and resolve administrative and operational issues effectively. Time Management: Ability to prioritize tasks and manage time effectively in a fast-paced environment. Company Location : Model Colony, Pune Job Type: Full-time Pay: ₹15,000.00 - ₹29,222.16 per month Schedule: Morning shift Application Question(s): What is your current salary? What is your notice period? Work Location: In person