Back Office Assistant

Department: Operations / Policy Servicing / Claims / Underwriting Support

Location: [Insert Location]

Industry: General / Life / Health Insurance / Insurance Broking

Role Overview

The Back Office Executive in an insurance company or brokerage firm is responsible for providing administrative and operational support to ensure smooth processing of policies, claims, renewals, endorsements, and customer documentation. This role does not involve direct sales but supports the front office, underwriters, and relationship managers.

Key Responsibilities

1. Policy Administration

• Data entry and validation of proposal forms, quotations, and policy details.

• Preparation and issuance of policy documents, endorsements, and renewals.

• Uploading and maintaining policy information in CRM or core insurance systems.

• Checking and verifying premium details, risk information, and customer KYC.

2. Underwriting Support

• Assist underwriters by preparing risk summaries, MIS reports, and documentation.

• Coordinate with front-end teams for missing or incomplete information.

• Review proposals for accuracy and completeness before submission to the insurer.

3. Claims Support

• Maintain claim records and assist in documentation and follow-up with TPA/insurer.

• Register new claims, verify claim documents, and ensure timely updates to customers or agents.

• Reconcile claim payments and settlements in the system.

4. Accounts & Reconciliation

• Prepare premium registers, payment vouchers, and reconciliation statements.

• Coordinate with finance teams for invoice generation, receipting, and settlements.

• Track pending payments or recoveries.

5. Reporting & Compliance

• Generate daily/weekly/monthly MIS reports on policy issuance, renewals, and claims.

• Ensure adherence to IRDAI guidelines and internal company processes.

• Maintain confidentiality and accuracy of customer data and business transactions.

6. Coordination

• Liaise with insurers, TPAs, customers, and internal departments for smooth operations.

• Support the sales team by providing backend assistance on quotes and policy status.

Required Skills

• Good knowledge of insurance products and processes (Life / General / Health).

• Proficiency in MS Excel, Word, and CRM/insurance software.

• Strong attention to detail and accuracy.

• Good written and verbal communication skills.

• Ability to handle multiple tasks and meet deadlines.

Qualification & Experience

• Qualification: Graduate (B.Com / BBA / Any discipline). Certification in Insurance (e.g., Licentiate/Associate) preferred.

• Experience: 1–5 years in insurance operations, underwriting support, or claims administration.

Key Attributes

• Organized, disciplined, and process-oriented.

• Team player with problem-solving approach.

• Ethical and compliant with regulatory norms.

• It is a Full Time Back Office / Data Entry job for candidates with 0 - 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 0 - 3 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹15000 - ₹35000 per month that depends on your interview. It's a Full Time job in Bhubaneswar.
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 Back Office / Data Entry job.
8. What are the timings of this Back Office Assistant job?
   Ans: This Back Office Assistant job has 09:00 AM - 06:00 PM timing.