Tasks for Back Office Operations Executive
Daily Tasks
- Respond To Client Inquiries Via Calls, Emails Or Whatsapp/ Message.
- Process Recent Insurance Applications, Policies, Renewals, And Endorsements.
- Manage Premium Payment Reminders And Confi rmations.
- Update Client And Policyholder Databases.
- Handle Mail (Incoming And Outgoing) And Correspondence With Clients.
- Assist In Organizing Meetings And Preparing Required Documents.
- Provide Support For Claims Processing.
Weekly Tasks
- Generate Weekly Reports On Policy Updates, Claims, And Premium Payments.
- Conduct Follow-Ups With Clients On Pending Payments Or Documents.
- Coordinate With Underwriters For Approvals.
Monthly Tasks
- Prepare And Share Monthly Client And Policy Reports With Management.
- Ensure All Client Data Is Accurate And Up To Date.
- Share Updates With Key Customers On New Services Or Policy Changes.
📌 Back Office Operations Executive (Vapi)
🏢 Ethos HR
📍 Vapi