Back Office Executive

2 days ago

Shivaji Nagar Pune Maharashtra, India HR Speaks Full time

**BACK OFFICE EXECUTIVE**

**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.
- **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.

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

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