Job Title : Insurance Back-Office Support
Experience Level : 1+ years.
Location : Vadodara, Gujarat
Shift Time: US Shift (10-hour shift including a 1-hour break)
Job Overview:
We are seeking a detail-oriented and proactive Insurance Back-Office Support / Virtual Assistant to provide comprehensive administrative and operational support to our insurance team. The ideal candidate will have experience with insurance processes, policy servicing, and familiarity with industry-standard management systems. This role requires robust organizational skills, attention to detail, and the ability to manage multiple tasks efficiently in a fast-paced environment.
Key Responsibilities :
Prepare and maintain Quote Summaries and Proposals.
Conduct policy checking, policy servicing, and ensure accuracy of all documentation.
Perform document indexing, filing, and record management.
Handle renewal processing, maintain renewal lists, and send reminders.
Support claims processing, documentation, and follow-up with relevant stakeholders.
Issue and manage Certificates of Insurance (COI).
Assist in billing,



accounts receivable, and payment follow-up.
Manage policy setup, endorsements, and amendments.
Process loss runs and maintain updated records.
Set up new business accounts and ensure compliance with company standards.
Perform accurate data entry into relevant management systems.
Management Systems Knowledge (Preferred):
Applied EPIC
EZLynx
AMS360
QQ Catalyst
TAM
Hawksoft
Genesis
Agency Matrix
Agency Bloc
Doris
Sagitta
Zanatek
Qualifications & Skills :
Bachelor’s degree or equivalent experience in Insurance, Business Administration, or related field (preferred).
Prior experience in insurance back-office support, policy servicing, or virtual assistance.
Strong working knowledge of insurance workflows (new business, renewals, claims, COI, billing).
Proficiency in one or more Insurance Agency Management Systems listed above.
Excellent communication and organizational skills.
Ability to manage

📌 Insurance back office support (Vadodara)
🏢 Office Beacon
📍 Vadodara