Back Office Assistant

Company: VIC WEALTH IMF LLP
Job Type: Full Time
Department: Back Office / Operations
Experience: 03 Years
Employment Type: Full Time
Location: Kolkata, PS Qube
Salary: 10,000 25,000 per month (depending on experience & skills)

Job Description:

We are looking for a responsible and detail-oriented Back Office Executive to join our team. The candidate will be responsible for handling documentation, data entry, policy-related records, customer coordination, claim-related documentation and day-to-day operational activities.

The ideal candidate should have good communication skills, basic knowledge of MS Excel/Google Sheets, good computer skills and the ability to maintain records accurately.

Role & responsibilities:

• Maintain and update customer and policy-related records.
• Handle data entry and prepare daily/weekly reports.
• Manage insurance-related documents and maintain proper filing.
• Coordinate with customers regarding documents, policy requirements and pending information.
• Assist in preparing and checking claim-related documents.
• Follow up for pending documents and requirements.
• Coordinate with insurance companies, customers and internal team members.
• Maintain Excel/Google Sheets and other operational records.
• Support the team in day-to-day back-office and administrative activities.
• Ensure accuracy and confidentiality of customer information.
• Track pending cases, renewals, documents and other follow-ups.
• Perform other operational tasks assigned by management.

Preferred candidate profile:

• Minimum qualification: 12th Pass / Graduate.
• Fresher candidates can also apply.
• 03 years of experience in back office, insurance, banking, finance or customer service will be preferred.
• Basic knowledge of MS Excel, Word and Google Sheets.
• Good typing and data-entry skills.
• Good Hindi communication; knowledge of English will be an advantage.
• Good organizational and follow-up skills.
• Ability to maintain accuracy while handling multiple tasks.
• Should be responsible, disciplined and willing to learn.

Perks and benefits:

• Professional working environment.
• Learning opportunity in insurance, financial services and claims.
• Opportunity to develop operational and customer-handling skills.
• Performance-based incentive opportunities.
• Long-term career opportunity for deserving candidate