బ్యాక్ ఆఫీస్ ఎగ్జిక్యూటివ్

Key Roles & Responsibilities

Policy Documentation

Process and maintain new policy proposal forms and documents.

Verify KYC, application forms, income proofs, and other required documents.

Ensure documents are complete and accurate before submission.

Policy Servicing

Handle customer requests related to policy updates, nominee changes, address changes, fund switches, etc.

Coordinate with the operations/servicing team for policy-related issues.

Track pending service requests and ensure timely closure.

Data Management

Update customer and policy information in internal systems/CRM.

Maintain accurate records and databases.

Prepare daily, weekly, and monthly MIS reports.

Sales Support

Support Branch Managers, Relationship Managers, and Sales Managers with operational requirements.

Coordinate proposal/login documentation and track cases from login to issuance.

Follow up on pending documents and medical requirements.

Customer Coordination

Communicate with customers regarding documentation, policy requirements, and pending information.

Resolve basic customer queries or coordinate with the appropriate department for resolution.

Renewal & Persistency Support

Track upcoming renewal premiums and pending payments.

Coordinate with sales teams/customers for renewal follow-ups.

Maintain persistency-related reports and records.

MIS & Reporting

Prepare reports related to login, issuance, pending cases, renewals, and business performance.

Share accurate reports with Branch/Regional teams within timelines.

Compliance & Quality

Follow company SOPs, IRDAI guidelines, and internal compliance requirements.

Ensure proper documentation and data accuracy.

Maintain confidentiality of customer information.

• It is a Full Time బ్యాక్ ఆఫీస్ / డేటా ఎంట్రీ job for candidates with 0 - 6 months of experience.