Position: Back Office Executive
Department: Operations / Back Office
Industry: Insurance Broking
Experience: 1–3 years preferred
Location: Pune,Kothrud.

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
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.
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.
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.
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.
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.
Premium & Accounts Coordination
Coordinate with clients and accounts teams regarding premium payment status.
Maintain records of premium receipts and outstanding payments.
Assist in reconciliation of policy and premium records.
Compl

📌 Back Office Executive Pune
🏢 Accurate Risk managers and Insurance Brokers
📍 Pune