Job Description : Back Office Executive (Insurance Broker)
Job Title: Back Office Executive
Department: Operations / Administration
Location: Ahmedabad
Employment Type: Full-Time
Job Summary
We are looking for a detail-oriented and organized Back Office Executive to support the day-to-day operations of our insurance brokerage. The role involves handling policy documentation, data entry, client servicing, coordination with insurance companies, and maintaining accurate records to ensure smooth business operations.
Key Responsibilities
- Prepare and process insurance proposals, policy issuance, renewals, endorsements, and cancellations.
- Maintain customer records and update data in CRM/software.
- Coordinate with insurance companies for quotations, policy status, claims, and documentation.
- Verify KYC documents and ensure compliance with regulatory requirements.
- Generate quotations and compare insurance products as per client requirements.
- Follow up with clients for pending documents, premium payments, and policy renewals.
- Prepare MIS reports, daily sales reports, and operational reports.
- Handle policy dispatch, acknowledgements, and document filing.
- Assist the sales team with operational and administrative support.
- Respond to client queries through phone, email, and WhatsApp in a timely manner.
- Maintain confidentiality of customer information and company data.
Required Skills
- Good knowledge of MS Excel, Word, and email communication.
- Strong organizational and documentation skills.
- Good communication and follow-up abilities.
- Attention to detail and accuracy.
- Ability to manage multiple tasks and meet deadlines.
Qualifications
- Graduate in any discipline (B.Com preferred).
- 1–3 years of experience in insurance, banking, financial services, or back-office operations.
- Freshers with good computer knowledge may also apply.
Preferred Experience
- Experience in General Insurance and/or Life Insurance operations.
- Familiarity with insurance portals and CRM software.
Salary
As per company standards and candidate experience.
Working Days: Monday to Saturday
Office Timing: 10 Am - 7 Pm
Pay: ₹10,715.08 - ₹25,000.00 per month
Work Location: In person
