Job Description – Back Office Executive

Company: Kalpatru Insurance Ltd.

Job Title: Back Office Executive

Department: Operations / Administration

Job Summary

Kalpatru Insurance Ltd. is looking for a responsible, detail-oriented, and well-organized Back Office Executive to support the company's day-to-day operational and administrative activities. The candidate will be responsible for maintaining records, managing documentation, coordinating with internal teams and insurance companies, and ensuring smooth processing of customer-related work.

Key Responsibilities

- Handle day-to-day back-office operations and administrative tasks.
- Maintain and update customer, policy, and business records accurately.
- Manage documentation related to insurance policies, proposals, renewals, claims, and other operational activities.
- Coordinate with insurance companies and internal teams for policy issuance and related updates.
- Follow up on pending documents, approvals, policy status, and other requirements.
- Prepare and maintain MIS reports, Excel sheets,



and daily operational reports.
- Verify customer documents and ensure proper record maintenance.
- Maintain physical and digital filing systems.
- Coordinate with the Sales and Customer Support teams for smooth processing of customer requests.
- Handle data entry with accuracy and maintain confidentiality of customer information.
- Track policy renewals and assist in sending timely reminders and follow-ups.
- Respond to internal queries and provide necessary operational support.
- Ensure all work is completed within the required timelines and as per company procedures.
- 1–3 years of experience in Back Office, Administration, Insurance Operations, or a similar role.
- Good knowledge of MS Excel, MS Word, and email communication.
- Strong data entry and documentation skills.
- Valuable communication and coordination abilities.
- Attention to detail and ability to maintain accurate records.

📌 Back Office (Ahmedabad)
🏢 Kalptaru Insurance Brokers
📍 Ahmedabad