Back Office Executive

5 months ago


Lower Parel Mumbai Maharashtra, India BTW Financial Services & Imf Pvt Ltd Full time

**Key Responsibilities**:

- Process insurance policies accurately and efficiently, ensuring all required information is complete and accurate.
- Enter client information, policy details, and other relevant data into the company's database or software systems with precision and attention to detail.
- Prepare and maintain accurate documentation, including policy forms, endorsements, and client correspondence.
- Provide administrative support to insurance agents or brokers, including handling phone calls, scheduling appointments, and responding to client inquiries.
- Process policy endorsements, amendments, cancellations, and renewals as required.
- Assist with claims processing by gathering necessary information, liaising with clients, and facilitating communication between clients and claims adjusters.
- Ensure compliance with company policies, industry regulations, and legal requirements related to insurance documentation and data handling.
- Maintain organized records of policies, endorsements, and other relevant documentation, ensuring easy retrieval and reference when needed.
- Deliver excellent customer service by promptly addressing client inquiries, resolving issues, and providing accurate information regarding insurance policies and procedures.
- Collaborate effectively with other team members, including insurance agents, brokers, underwriters, and claims adjusters, to ensure smooth workflow and efficient operations.

**Qualifications**:
Bachelor's degree in a related field preferred.

Previous experience in an administrative role, preferably in the insurance industry.

Excellent attention to detail and accuracy in data entry and documentation.

Knowledge of insurance policies, terminology, and procedures.

Excellent communication skills, both verbal and written.

Commitment to maintaining confidentiality and handling sensitive information with discretion.

Fresher’s are also welcome

**Job Types**: Full-time, Fresher

Pay: ₹100,000.00 - ₹300,000.00 per year

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Paid time off
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental pay types:

- Performance bonus
- Quarterly bonus
- Yearly bonus

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)

Work Location: In person


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