Back Office Executive

For any queries or clarifications, please write to us at:

hr@pibinsurance.in | info@pibinsurance.in

Operations Executive – Insurance Broking (Back Office)

Location: Pan-India (Regional Offices)

Company: PIB Insurance Brokers Private Limited

Compensation: Best-in-Industry, including performance-linked incentives

About PIB Insurance Brokers Private Limited

Founded in 2019 and headquartered in Mumbai, PIB Insurance Brokers Private Limited has rapidly

established itself as one of India’s trusted and growing insurance broking organizations. With operations

across 110+ cities and 13 regional offices, PIB delivers compliant, innovative, and customized insurance

solutions across Life Insurance, Health Insurance, Employee Benefits (GPA, GTL, GMC), and General

Insurance including Property, Fire, Marine, and Liability. As part of our expansion strategy, we are

strengthening our operations and backend infrastructure to support a high-growth, client-centric insurance

business.

Role Summary / Purpose

The Operations Executive (Back Office) will play a pivotal role in ensuring efficient insurance operations,

process discipline, and regulatory compliance across both retail and corporate insurance portfolios. This role

involves close coordination with sales teams, underwriting departments, insurance companies, and clients to

ensure smooth policy issuance, timely renewals, accurate data management, and regulatory reporting. This

position is ideal for an MBA in Operations seeking to build a long-term career in insurance operations

management, with a strong focus on process excellence, data accuracy, and execution efficiency.

Key Responsibilities – Policy & Process Management

• Manage end-to-end insurance operations including policy issuance, renewals, endorsements, and

cancellations.

• Ensure adherence to standard operating procedures (SOPs) across regions.

• Drive strict Turnaround Time (TAT) compliance for all operational deliverables.

Data & MIS Reporting

• Maintain accurate and updated databases for policies, premiums, renewals, and leads.

• Prepare daily, weekly, and monthly MIS reports for sales, operations, and compliance teams.

• Enable data-driven decision-making for regional and zonal management.

Compliance & Audit Support

• Ensure full compliance with IRDAI regulations and internal governance policies.

• Coordinate during internal and external audits, ensuring documentation accuracy and timely reporting.

• Maintain complete KYC and AML compliance records.

Process Improvement & Efficiency

For any queries or clarifications, please write to us at:

hr@pibinsurance.in | info@pibinsurance.in

• Identify operational gaps and bottlenecks and recommend process improvements.

• Collaborate with technology teams to enhance CRM systems and workflow automation.

• Monitor and improve process KPIs such as accuracy levels, error reduction, and TAT performance.

Stakeholder Coordination

• Act as a key liaison between sales teams, underwriters, insurers, and clients.

• Support regional managers and corporate sales teams with backend operational requirements.

• Provide timely updates to clients on policy status, renewals, and claims progress.

Required Qualifications & Skills

• MBA / PGDM in Operations, General Management, or BFSI (mandatory).

• 0–3 years of experience in BFSI, insurance operations, or process management.

• Strong understanding of insurance workflows, documentation, and compliance requirements.

• Proficiency in MS Excel, Word, PowerPoint, and CRM/ERP tools such as Zoho or HubSpot.

• Excellent organizational, analytical, and problem-solving skills.

• High attention to detail with a strong focus on accuracy and efficiency.

• Effective communication skills in English; regional language proficiency is an added advantage.

What We Offer

• Best-in-industry compensation aligned with candidate experience and performance.

• Exposure to end-to-end insurance operations across multiple product lines.

• Clear career progression to Senior Operations Executive / Regional Operations Manager roles.

• Opportunity to work with a 110+ city operations network and leading insurance partners.

• A professional, collaborative, and process-driven work environment.

How to Apply

Interested candidates may share their updated CV with the subject line:

“Application – Operations Executive (Back Office) – [Preferred Location]”

Email: hrwest@pibinsurance.in | hr@pibinsurance.in

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