Executive Mis
2 days ago
**Job Title**: Executive - MIS**Department**: Operations / Support
**Reporting To**: COO
**Location**: Andheri (West), Mumbai
**Role Overview**
The Executive - MIS will be responsible for managing, analyzing, and reporting insurance-related data for the brokerage business. The role involves preparing periodic MIS reports, tracking business performance, monitoring commissions/brokerage, supporting compliance requirements, and ensuring data accuracy to facilitate management decision-making.
**Key Responsibilities**
- Collect, consolidate, and maintain business data from insurers, internal teams, and partners.
- Prepare daily, weekly, and monthly MIS reports covering:
- Premium booked, policies issued, and renewals.
- Brokerage/commission income (pending, received, and shortfall).
- Line of business-wise performance (Health, Motor, Property, etc.).
- Client portfolio analysis and business pipeline tracking.
- Reconciliation of brokerage with insurer statements and ensuring accuracy.
- Support Finance/Accounts in invoicing, GST reconciliation, and tracking receivables.
- Maintain client and policy databases for audit and compliance (IRDAI requirements).
- Generate dashboards and analytical reports for management decision-making.
- Assist business development teams with customized reports and client presentations.
- Ensure timely submission of regulatory/statutory MIS as per IRDAI guidelines.
- Identify gaps or delays in data and coordinate with stakeholders for timely resolution.
- Support automation and process improvement initiatives in MIS reporting.
**Key Skills & Competencies**
- Strong knowledge of **MS Excel (advanced functions, pivot tables, VLOOKUP, dashboards, etc.)**.
- Exposure to **MIS tools, ERP/CRM systems, or insurance broker portals**.
- Analytical ability to interpret data and provide meaningful insights.
- Attention to detail and accuracy in financial/data reconciliation.
- Good communication skills (written and verbal).
- Ability to work under tight deadlines and handle multiple tasks.
**Qualifications & Experience**
- Graduate in Commerce / Finance / Business Administration.
- 1-3 years of MIS / Data Analysis experience, preferably in **insurance broking, insurance companies, or financial services**.
- Knowledge of insurance products and brokerage processes will be an added advantage.
Pay: ₹11,920.82 - ₹31,120.78 per month
**Benefits**:
- Cell phone reimbursement
Work Location: In person
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