Operations - Back Office Executive

Position: Back Office Executive

Department: Operations / Back Office

Industry: Insurance Broking

Experience: 1–3 years

preferred Location: Pune, Kothrud.

To provide efficient back-office and operational support for insurance broking activities, ensuring accurate documentation, timely policy processing, insurer coordination, data management and smooth servicing of clients.

Key Responsibilities

1. Policy & Documentation

* Prepare and maintain insurance policy-related documents.

* Check quotations, policy schedules, endorsements, invoices and other documents for accuracy.

* Coordinate with insurers for policy issuance and documentation.

* Maintain proper digital and physical records.

2. Client & Insurer Coordination

* Coordinate with insurance companies for quotations, policy issuance and endorsements.

* Follow up on pending documents and requirements.

* Assist relationship managers and business development teams with operational requirements.

* Respond to routine client queries and provide required documents.

3. Renewals

* Maintain renewal records and renewal calendars.

* Send renewal reminders and coordinate for required information.

* Follow up with insurers for renewal quotations and policy terms.

* Track renewal status and ensure timely completion.

4. Endorsements

* Process requests for additions, deletions, corrections and other policy changes.

* Coordinate with insurers until endorsement documents are received.

* Verify endorsement details before sharing them with clients.

5. MIS & Data Management

* Maintain accurate client, policy and premium databases.

* Prepare daily/weekly/monthly MIS reports.

* Track pending policies, endorsements, renewals and documentation.

* Ensure timely updating of internal systems/CRM.

6. Premium & Accounts Coordination

* Coordinate with clients and accounts teams regarding premium payment status.

* Maintain records of premium receipts and outstanding payments.

* Assist in reconciliation of policy and premium records.

7. Compliance & Quality

* Ensure proper documentation as per company processes and regulatory requirements.

* Maintain confidentiality of client and policy information.

* Follow internal SOPs and maintain high data accuracy.

Required Skills

* Good knowledge of General Insurance and Insurance Broking operations

* Good working knowledge of MS Excel, Word and email

* Strong documentation and follow-up skills

* Good communication and coordination skills

* Attention to detail and accuracy

* Ability to manage multiple policies and deadlines

* Knowledge of commercial/general insurance will be an advantage

Preferred candidate:

A graduate with 1–3 years of experience in an insurance company, insurance broker, TPA, bank or financial services organisation, preferably with experience in General Insurance.

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Work Location: In person