Position: Back Office Executive

Department: Operations / Back Office

Industry: Insurance Broking

Experience: 1–3 years preferred

Location: Pune,Kothrud.

To provide effective 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. 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.

1. Compliance & Quality

* Ensure proper documentation as per company processes and regulatory requirements.
- Maintain confidentiality of client and policy information.
- Follow internal SOPs and maintain high data accuracy.

Required Skills

- Good knowledge of General Insurance and Insurance Broking operations
- Good working knowledge of MS Excel, Word and email
- Strong documentation and follow-up skills
- Good communication and coordination skills
- Attention to detail and accuracy
- Ability to manage multiple policies and deadlines
- Knowledge of commercial/general insurance will be an advantage

Preferred candidate: A graduate with 1–3 years of experience in an insurance company, insurance broker, TPA, bank or financial services organisation, preferably with experience in General Insurance.

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