Back Office Executive

3 days ago

Narayan Peth Pune Maharashtra, India FINAGAL MULTISERVE LLP Full time

**Job Summary**:
We are looking for a detail-oriented and organized **Back Office Executive** to support an Insurance Consultant in managing client data, documentation, policy renewals, and daily administrative tasks. This role involves ensuring smooth operations and efficient customer service from the back end.

**Key Responsibilities**:

- Maintain and update client records in digital and physical formats
- Assist in the preparation and submission of insurance proposals and policy documentation
- Handle policy renewals, premium reminders, and client follow-ups
- Coordinate with insurance companies for policy issuance, endorsements, and claim follow-ups
- Generate reports related to business performance, pending renewals, and client queries
- Schedule appointments and manage the calendar of the Insurance Advisor
- Maintain confidentiality of all client and business data
- Provide basic support for digital platforms (like online portals for policy status, premium payments, etc.)
- Prepare client communication letters, renewal notices, and welcome kits

**Required Skills & Qualifications**:

- **Bachelor’s degree preferred.**:

- Basic knowledge of insurance products (Life, Health, General) is an advantage
- Good communication skills - written and verbal
- Ability to multitask and work independently
- Strong attention to detail and data accuracy
- Freshers can also Apply

**Preferred Attributes**:

- Trustworthy and professional attitude
- Willingness to learn and grow within the insurance field
- Punctual and committed to task completion
- Customer service orientation (even from back-end perspective
- **Immediate Joining within 1-2 weeks required.**

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

Pay: ₹12,000.00 - ₹23,000.00 per month

**Benefits**:

- Health insurance
- Paid sick time

Ability to commute/relocate:

- Narayan Peth, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):
Work Location: In person

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