Back Office Executive

Job Summary:

We are looking for a detail-oriented and organized Back Office Executive to support an Insurance Consultant in managing client data, documentation, policy renewals, and daily administrative tasks. This role involves ensuring smooth operations and efficient customer service from the back end.

Key Responsibilities:

• Maintain and update client records in digital and physical formats
• Assist in the preparation and submission of insurance proposals and policy documentation
• Handle policy renewals, premium reminders, and client follow-ups
• Coordinate with insurance companies for policy issuance, endorsements, and claim follow-ups
• Generate reports related to business performance, pending renewals, and client queries
• Schedule appointments and manage the calendar of the Insurance Advisor
• Maintain confidentiality of all client and business data
• Provide basic support for digital platforms (like online portals for policy status, premium payments, etc.)
• Assist in marketing campaigns such as sending emails, WhatsApp messages, and basic social media updates
• Prepare client communication letters, renewal notices, and welcome kits

Required Skills & Qualifications:

• Bachelor’s degree preferred.
• Basic knowledge of insurance products (Life, Health, General) is an advantage
• Good communication skills – written and verbal
• Proficient in MS Office (Excel, Word), Email, and Internet usage
• Ability to multitask and work independently
• Strong attention to detail and data accuracy
• Freshers can also Apply

Preferred Attributes:

• Trustworthy and professional attitude
• Willingness to learn and grow within the insurance field
• Punctual and committed to task completion
• Customer service orientation (even from back-end perspective
• Immediate Joining within 1-2 weeks required.

Job Types: Full-time, Permanent, Fresher

Pay: ₹12,000.00 - ₹23,000.00 per month

Benefits:

• Health insurance
• Paid sick time

Ability to commute/relocate:

• Narayan Peth, Pune, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

• Apply if you are willing to commute to Narayan Peth, if you are selected.

Work Location: In person