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Executive MIS

2 weeks ago

Andheri West Mumbai Maharashtra, India Eksure Insurance Brokers Pvt Ltd Full time ₹ 31,12,080 - ₹ 38,72,818 per year

Job Title: Executive – MISDepartment: 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.

Job Type: Full-time

Pay: ₹11, ₹31,120.78 per month

Benefits:

  • Cell phone reimbursement

Work Location: In person