Budget - 15,000-20,000 Job Title Insurance Executive (Backoffice Operations) Department Insurance Hierarchy Level Executive Gender Preference Male / Female Pay Structure 15000 to 20000 (Depends on Skills) Reporting To Chief General Manger PRIMARY RESPONSIBILITY Frequency Tasks/ Responsibilities Daily Tasks - Respond To Client Inquiries Via Calls, eMails Or Whatsapp/ Message. - Process New Insurance Applications / Policies, Renewals, And Endorsements - Manage Premium Payment Reminders And Confirmations. - Update Client And Policyholder Databases. - Handle eMail (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 Payment - 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. JOB SPECIFICATION 1. Position Details - Job Title: Insurance Executive (Backoffice Operations) - Reporting To: Chief General Manager - Location: Vapi Office - Department: General Insurance 2. Educational Qualification - Bachelor’s Degree (Business Administration / Management / Commerce / Marketing Preferred) - MBA/PGDM (Preferred, Not Mandatory) - Certification In Office Administration, Business Communication, Or Digital Marketing Is An Added Advantage 3.



Work Experience - Minimum 1-3 Years Of Experience In Back-Office/Operations Role, Preferably In The Insurance Sector. - Familiarity With Regulatory Requirements (IRDAI Guidelines) Is An Advantage. - Experience In Handling Social Media Management, SEO Monitoring, And Reporting Preferred 4. Technical Skills - Proficiency In MS Office (Excel, Word, Outlook) And Insurance CRM Tools. - Familiarity With CRM Tools, Task Management Systems (Like Smart It Box, Trello, Asana) - Valuable Understanding Of Seo, Social Media (Facebook, Linkedin), Blogs, And E-Promotions - Ability To Prepare MIS, Dashboards, And Analytical Reports 5. Soft Skills - Excellent Communication & Interpersonal Skills (English, Hindi; Regional Language Is A Plus) - Strong Organizational & Time Management Ability - High Level Of Discretion & Confidentiality - Strong Problem-Solving And Decision-Making Ability - Ability To Multitask And Work Under Pressure - Proactive, Self-Motivated, And Result-Oriented 6. Personal Attributes - Strong Knowledge Of Insurance Processes (Life/General/Health Insurance). - Excellent Communication And Coordination Skills. - Strong Sense Of Ownership & Accountability - High Level Of Integrity And Loyalty - Willingness To Work Beyond Standard Office Hours, If Required 7. Key Performance Areas (Linked To KRAs) - Policy Administration & Documentation - Client Servicing & Communication - Data Management & Compliance - Premium Management - Claims Support (if part of role) - Reporting & Deliverables Pay: ₹10,578.83 - ₹20,000.00 per month Work Location: In person

📌 Insurance Executive- Vapi
🏢 Pink Sky HR Services
📍 Vapi