BACK OFFICE EXECUTIVE We are seeking a diligent and organized Back Office Executive to join our team at an insurance distribution company The ideal candidate will be responsible for supporting various administrative and operational functions ensuring seamless processing of insurance documentation data management and providing support to the front office and clients as needed Key Responsibilities Documentation Management Process and maintain insurance-related documentation including client files for claims policy printouts and quotation documentation Ensure accuracy and compliance with company policies and regulatory requirements Data Entry Enter and update client details policy information quotations and financial data into the company s system efficiently including daily insurance data management and policy maintenance Record Keeping Maintain detailed records of insurance transactions claims renewals and policy books ensuring data integrity and accessibility for audits Client Coordination Liaise with clients and insurance agents to gather necessary documents share insurance quotations motor health life and resolve any queries Processing Claims Assist in claim submission processes and follow up post-submission with insurance companies Coordinate with relevant departments to ensure timely closure Report Generation Prepare reports on insurance sales renewals claims and other key metrics as required by management Policy Renewals Track and remind clients and agents about policy renewals ensuring no lapses in coverage and timely issuance of renewal documents Compliance Quality Control Ensure all back-office processes including documentation data handling and communication align with regulatory standards and company guidelines Support Front Office Provide administrative assistance to front office staff including handling phone calls emails quotations and client requests Other Administrative Tasks Perform any other duties as assigned by the management to support smooth office operations including coordination with insurance companies for daily tasks Key Requirements Bachelor s degree or equivalent in a relevant field preferred but not mandatory Prior experience in back-office operations preferably within the insurance or financial services industry Proficiency in MS Office Suite Excel Word PowerPoint and experience with CRM systems or insurance-related software Strong organizational skills and the ability to manage multiple tasks with high accuracy Excellent written and verbal communication skills to interact with clients and internal teams Ability to identify and resolve administrative and operational issues effectively Time Management Ability to prioritize tasks and manage time effectively in a fast-paced workplace Job Type Full-time Pay 15 000 00 - 20 000 00 per month Work Location In person

📌 Back Office Executive (Maharashtra)
🏢 HR Speaks
📍 Maharashtra