Company: VIC WEALTH IMF LLP

Job Type: Full Time

Department: Back Office / Operations

Experience: 03 Years

Employment Type: Full Time

Location: Kolkata, PS Qube

Salary: 10,000 25,000 per month (depending on experience & skills)

:

We are looking for a responsible and detail-oriented Back Office Executive to join our team. The candidate will be responsible for handling documentation, data entry, policy-related records, customer coordination, claim-related documentation and day-to-day operational activities.

The ideal candidate should have good communication skills, basic knowledge of MS Excel/Google Sheets, good computer skills and the ability to maintain records accurately.

Role & responsibilities:

- Maintain and update customer and policy-related records.
- Handle data entry and prepare daily/weekly reports.
- Manage insurance-related documents and maintain proper filing.
- Coordinate with customers regarding documents, policy requirements and pending information.
- Assist in preparing and checking claim-related documents.
- Follow up for pending documents and requirements.
- Coordinate with insurance companies, customers and internal team members.
- Maintain Excel/Google Sheets and other operational records.




- Support the team in day-to-day back-office and administrative activities.
- Ensure accuracy and confidentiality of customer information.
- Track pending cases, renewals, documents and other follow-ups.
- Perform other operational tasks assigned by management.

Preferred candidate profile:

- Minimum qualification: 12th Pass / Graduate.
- Fresher candidates can also apply.
- 03 years of experience in back office, insurance, banking, finance or customer service will be preferred.
- Basic knowledge of MS Excel, Word and Google Sheets.
- Good typing and data-entry skills.
- Good Hindi communication; knowledge of English will be an advantage.
- Good organizational and follow-up skills.
- Ability to maintain accuracy while handling multiple tasks.
- Should be responsible, disciplined and willing to learn.

Perks and perks:

- Professional working environment.
- Learning opportunity in insurance, financial services and claims.
- Opportunity to develop operational and customer-handling skills.
- Performance-based incentive opportunities.
- Long-term career opportunity for deserving candidate

📌 Back Office Assistant (Kolkata)
🏢 VIC WEALTH IMF
📍 Kolkata