We are seeking a meticulous and organized Back-Office and Quotation Specialist to join our dynamic team at InsureSmart The ideal candidate will support the insurance advisors by handling a range of administrative tasks managing quotations and ensuring the smooth operation of back-office functions Key Responsibilities 1 Quotation Management - Prepare and process insurance quotations for clients ensuring accuracy and completeness - Collaborate with insurance advisors to understand client needs and provide tailored quotes - Maintain up-to-date knowledge of various insurance products and services - Liaise with insurance providers to obtain competitive quotes and negotiate terms 2 Administrative Support - Manage and organize client records and documentation ensuring compliance with industry regulations - Handle client inquiries via phone email or in person providing exceptional customer service - Schedule appointments and manage the calendars of insurance advisors - Assist in the preparation of reports presentations and other documentation as required 3 Data Entry and Record Keeping - Enter and update client information in the CRM system accurately and promptly - Maintain and organize both digital and physical files in a systematic manner - Ensure all data is handled with confidentiality and integrity 4 Back-Office Operations - Support day-to-day office functions including mail handling office supply management and general office maintenance - Coordinate with other departments to streamline office operations and improve efficiency - Assist with the onboarding of new clients and policy renewals 5 Compliance and Quality Assurance - Ensure all quotations and documentation comply with regulatory requirements and company policies - Conduct regular audits of records to ensure accuracy and completeness - Stay updated on industry trends regulatory changes and best practices Qualifications - Education High school diploma or equivalent a degree in business administration or a related field is a plus - Experience Minimum of 2 years of experience in a back-office or administrative role preferably within the insurance industry - Skills - Proficient in Microsoft Office Suite Word Excel Outlook - Excellent organizational and multitasking abilities - Robust attention to detail and accuracy - Effective communication and interpersonal skills - Ability to work independently and as part of a team - Familiarity with insurance products and terminology is an advantage Personal Attributes - Detail-oriented with a high level of accuracy - Proactive and able to manage time effectively - Trustworthy and maintains confidentiality - Customer-focused with a service-oriented mindset How to Apply Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they are a good fit for this position to mohit insuresmart in InsureSmart is an equal opportunity employer We celebrate diversity and are committed to creating an inclusive environment for all employees Job Types Full-time Permanent Fresher Pay 10 000 00 - 20 000 00 per month Schedule Day shift Supplemental Pay Commission pay Education Bachelor s Required Language English Preferred Work Location In person

📌 Back Office Executive (Gujarat)
🏢 Insuresmart
📍 Gujarat