బ్యాక్ ఆఫీస్ ఎగ్జిక్యూటివ్

Position: Back Office Executive

Department: Operations / Back Office

Industry: Insurance Broking

Experience: 1–3 years preferred

Location: As per company requirement

Job Purpose

To provide efficient back-office and operational support for insurance broking activities, ensuring accurate documentation, timely policy processing, insurer coordination, data management and smooth servicing of clients.

Key Responsibilities

1. Policy & Documentation

• Prepare and maintain insurance policy-related documents.

• Check quotations, policy schedules, endorsements, invoices and other documents for accuracy.

• Coordinate with insurers for policy issuance and documentation.

• Maintain proper digital and physical records.

2. Client & Insurer Coordination

• Coordinate with insurance companies for quotations, policy issuance and endorsements.

• Follow up on pending documents and requirements.

• Assist relationship managers and business development teams with operational requirements.

• Respond to routine client queries and provide required documents.

3. Renewals

• Maintain renewal records and renewal calendars.

• Send renewal reminders and coordinate for required information.

• Follow up with insurers for renewal quotations and policy terms.

• Track renewal status and ensure timely completion.

4. Endorsements

• Process requests for additions, deletions, corrections and other policy changes.

• Coordinate with insurers until endorsement documents are received.

• Verify endorsement details before sharing them with clients.

5. MIS & Data Management

• Maintain accurate client, policy and premium databases.

• Prepare daily/weekly/monthly MIS reports.

• Track pending policies, endorsements, renewals and documentation.

• Ensure timely updating of internal systems/CRM.

6. Premium & Accounts Coordination

• Coordinate with clients and accounts teams regarding premium payment status.

• Maintain records of premium receipts and outstanding payments.

• Assist in reconciliation of policy and premium records.

7. Compliance & Quality

• Ensure proper documentation as per company processes and regulatory requirements.

• Maintain confidentiality of client and policy information.

• Follow internal SOPs and maintain high data accuracy.

Required Skills

• Good knowledge of General Insurance and Insurance Broking operations

• Good working knowledge of MS Excel, Word and email

• Strong documentation and follow-up skills

• Good communication and coordination skills

• Attention to detail and accuracy

• Ability to manage multiple policies and deadlines

• Knowledge of commercial/general insurance will be an advantage

Key Performance Indicators (KPIs)

• Policy processing turnaround time

• Accuracy of policy documentation

• Renewal follow-up and completion

• Endorsement turnaround time

• Pending case/transaction ageing

• MIS accuracy and timely submission

• Insurer/client response and coordination

• Compliance with internal SOPs

Preferred candidate: A graduate with 1–3 years of experience in an insurance company, insurance broker, TPA, bank or financial services organisation, preferably with experience in General Insurance.

• It is a Full Time బ్యాక్ ఆఫీస్ / డేటా ఎంట్రీ job for candidates with 2 - 5 years of experience.