Back Office Operations Associate

Job Description: Operations Coordinator – Life Insurance & Wealth Operations

Company: Prosecure Investment Consultant

Location: Mulund, Mumbai

We are seeking a proactive, highly organised Operations Coordinator with a strong focus on Life Insurance operations. In this role, you will lead end-to-end policy servicing and coordination across our core offerings:

Life Insurance (Primary Focus) | Mediclaim | Mutual Funds

Key Responsibilities

• End-to-End Life Insurance Servicing: Monitor and drive end-to-end life insurance workflows, including fresh proposal processing, underwriting documentation, medical test coordination, policy issuance, and dispatch tracking.

• Renewals & Persistency Management: Track upcoming policy renewals, coordinate premium payments, handle revival requests, and proactively follow up to prevent policy lapses.

• Claims & Policy Servicing: Coordinate policy servicing tasks (nomination updates, address changes, fund switching, assignment/surrender requests) and provide dedicated assistance during death and maturity claims processing.

• Stakeholder Coordination: Liaise directly with insurance companies, branch underwriting/servicing teams, AMCs, channel partners, and clients to resolve queries and clear pending requirements swiftly.

• Tracking & MIS: Maintain operational trackers for logged proposals, pending requirements, renewals, and client service requests; prepare periodic operational MIS reports.

• CRM & Process Adherence: Ensure prompt data entry and status tracking within our in-house CRM, maintaining clean documentation and identifying areas to streamline workflows.

Candidate Profile

• Experience: 1–3 years of hands-on experience in Life Insurance operations, agency support, or financial advisory operations (experience with general insurance and mutual funds is an added advantage).

• Domain Knowledge: Solid working understanding of life insurance lifecycle stages—proposal log-in, underwriting requirements, renewal management, policy endorsements, and claim procedures.

• Execution & Follow-Up: Strong coordination and follow-up capabilities with a high attention to detail when reviewing documents and client requests.

• Tech & Digital Skills: Proficiency in MS Excel (vlookup, basic formulas, trackers) and comfort navigating online insurer portals and digital tools.

• System Familiarity: Prior experience using industry-specific back-office software or CRM tools is preferred.

• Mindset: Dependable, ownership-driven, and client-centric with clear written and verbal communication.

Qualifications

• Education: Graduate in any discipline (Commerce, Management, or Insurance-related vocational background preferred).

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 4 years of experience.