To provide productive 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 payme
📌 Back Office Executive (Paud Road)
🏢 ACCURATE RISK MANAGERS AND INSURANCE BROKERS
📍 Paud Road
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