Back Office Assistant

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 - 2 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 - 2 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 Ahmedabad.
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.