Back Office Assistant

Key Responsibilities

1. Policy Documentation & Issuance

   • Preparing, checking, and issuing policy documents.

   • Ensuring accuracy of client details, premium amounts, and coverage terms.

2. Data Management

   • Maintaining records of policies, endorsements, renewals, and cancellations.

   • Updating CRM systems and internal databases.

3. Claims Processing Support

   • Coordinating with insurance companies for claims intimation and documentation.

   • Tracking claim status and updating clients on progress.

4. Compliance & Regulatory Work

   • Ensuring adherence to IRDAI (Insurance Regulatory and Development Authority of India) guidelines.

   • Preparing MIS (Management Information System) reports for audits.

5. Client Servicing Support

   • Providing support to the sales team with policy details, quotations, and endorsements.

   • Assisting with client queries regarding policy terms, premium payments, or renewal schedules.

6. Financial Reconciliation

   • Tracking premium collections and reconciling accounts with insurers.

   • Handling commission statements and assisting in payouts.

Required Skills

• Strong knowledge of insurance products (Life, Health, General, Commercial Lines).

• Good command of MS Excel, Word, and CRM software.

• Attention to detail and accuracy in documentation.

• Understanding of IRDAI compliance requirements.

• Strong communication and coordination skills.

Typical Designations

• Back Office Executive – Insurance

• Policy Servicing Executive

• Operations Executive

• Documentation Officer

• Claims Support Executive

• It is a Full Time Accountant job for candidates with 1 - 3 years of experience.

More about this Back Office Assistant job

1. What is the eligibility criteria to apply for this Back Office Assistant job?
   Ans: The candidate should be Post Graduate and above and above with 1 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹35000 per month that depends on your interview. It's a Full Time job in Chennai.
3. How many working days are there for this Back Office Assistant job?
   Ans: This Back Office Assistant job will have 6 working days.
4. Are there any charges applicable while applying or joining this Back Office Assistant job?
   Ans: No, there is no fee applicable for applying this Back Office Assistant job and during the employment with the company, i.e., PIB INSURANCE BROKERS PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Back Office Assistant role?
   Ans: There is an immediate opening of 3 Back Office Assistant at PIB INSURANCE BROKERS PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Accountant job.
8. What are the timings of this Back Office Assistant job?
   Ans: This Back Office Assistant job has 09:00 सुबह - 06:00 शाम timing.