Back Office Executive

2 days ago

Prahlad Nagar Ahmedabad Gujarat, India Insuresmart Full time

Key Responsibilities:
1. **Quotation Management**:

- Prepare and process insurance quotations for clients, ensuring accuracy and completeness.
- Collaborate with insurance advisors to understand client needs and provide tailored quotes.
- Maintain up-to-date knowledge of various insurance products and services.
- Liaise with insurance providers to obtain competitive quotes and negotiate terms.

2. **Administrative Support**:

- Manage and organize client records and documentation, ensuring compliance with industry regulations.
- Schedule appointments and manage the calendars of insurance advisors.
- Assist in the preparation of reports, presentations, and other documentation as required.

3. **Data Entry and Record Keeping**:

- Enter and update client information in the CRM system accurately and promptly.
- Maintain and organize both digital and physical files in a systematic manner.
- Ensure all data is handled with confidentiality and integrity.

4. **Back-Office Operations**:

- Support day-to-day office functions, including mail handling, office supply management, and general office maintenance.
- Coordinate with other departments to streamline office operations and improve efficiency.
- Assist with the onboarding of new clients and policy renewals.

5. **Compliance and Quality Assurance**:

- Ensure all quotations and documentation comply with regulatory requirements and company policies.
- Conduct regular audits of records to ensure accuracy and completeness.
- Stay updated on industry trends, regulatory changes, and best practices.

Qualifications:

- **Education**: High school diploma or equivalent; a degree in business administration or a related field is a plus.
- **Experience**: Minimum of 2 years of experience in a back-office or administrative role, preferably within the insurance industry.
- **Skills**:

- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent organizational and multitasking abilities.
- Strong attention to detail and accuracy.
- Effective communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Familiarity with insurance products and terminology is an advantage.

### Personal Attributes:

- Detail-oriented with a high level of accuracy.
- Proactive and able to manage time effectively.
- Trustworthy and maintains confidentiality.
- Customer-focused with a service-oriented mindset.

### How to Apply:
InsureSmart is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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

Pay: ₹10,000.00 - ₹20,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Commission pay

**Education**:

- Bachelor's (required)

**Language**:

- English (preferred)

Work Location: In person

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