Operations Executive- General Insurance

Department: Insurance
Function: Back Office / Operations
Location: Kolkata
Experience: 2–3Years
Employment Type: Full-Time

Role Overview

We are looking for a detail-oriented and proactive Insurance Back Office Executive to support the end-to-end processing and coordination of insurance-related activities. The role will involve handling RFPs, preparing quotations and proposals, coordinating claims and documentation, and liaising with insurance companies and LIC offices for smooth processing and follow-ups.

Key Responsibilities

• RFP Management: Coordinate and prepare responses to RFPs, tenders, and insurance-related requirements.
• Quotation Preparation: Prepare and coordinate insurance quotations based on client requirements, insurer terms, and product specifications.
• Proposal Processing: Prepare, verify, and submit insurance proposals along with all required documents and information.
• Claims Coordination: Assist in claim registration, documentation, follow-ups, and coordination with insurers and clients until closure.
• Policy Documentation: Ensure accurate maintenance and processing of policy-related documents, forms, endorsements, renewals, and records.
• Insurance Company Coordination: Liaise with insurance companies, intermediaries, and relevant teams for quotations, policy issuance, endorsements, claims, and other requirements.
• LIC Office Visits: Visit LIC/insurance offices whenever required for submission of documents, follow-ups, claim-related matters, policy servicing, and other operational requirements.
• Client Coordination: Coordinate with clients for collecting required documents, clarifications, proposal forms, and other information.
• Follow-ups: Track pending quotations, proposals, policy issuance, claims, renewals, and documentation to ensure timely closure.
• Data & MIS: Maintain accurate records of policies, claims, quotations, proposals, and other insurance-related transactions; prepare periodic MIS reports.
• Compliance & Accuracy: Ensure all documentation and processes are completed accurately and within stipulated timelines.

Desired Skills

• Good understanding of insurance products, policies, claims, and documentation
• Strong knowledge of MS Excel, Word, and Google Workspace
• Good written and verbal communication skills
• Strong follow-up and coordination skills
• Attention to detail and accuracy
• Ability to manage multiple tasks and deadlines
• Willingness to travel/visit LIC and insurance offices as required
• Ability to work effectively with clients, insurers, and internal teams

Qualification

Graduate in any discipline; candidates with an insurance, finance, commerce, or related background will be preferred.

Preferred Experience

Candidates with prior experience in insurance back office, policy servicing, claims processing, insurance operations, broking, or general insurance will be preferred.

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

• Cell phone reimbursement
• Leave encashment
• Paid sick time
• Provident Fund

Application Question(s):

• What is your current/ last drwan CTC?
• How many days of notice period do you need to serve?

Work Location: In person