Job
Description
Key Responsibilities 1. Back Office Management Manage documentation, policy processing, and internal file organization. Coordinate with insurance partners and internal teams for smooth workflow. Maintain compliance checklists and ensure accurate recordkeeping. 2. Client Servicing Handle client queries related to policy issuance, renewals, endorsements, and claims. Follow up for document submissions, premium payments, and feedback collection. Ensure timely delivery of services and maintain high client satisfaction levels. 3. Bookkeeping Record daily financial transactions and maintain ledgers. Assist in invoice generation, payment tracking, and petty cash management. Coordinate with accounts for reconciliation and audit support. 4. MIS & Reporting Generate daily, weekly, and monthly business reports (Sales, Collections, Client Activity). Maintain dashboards for policy status, renewal pipeline, and performance metrics. Support management in data-driven decision-making through timely reporting. Required Skills & Qualifications Bachelor’s degree in Commerce, Business Administration, or related field. Min 1 year of experience in office administration, finance, or customer service. Working knowledge of MS Office (especially Excel), Tally/Accounting software, and email management. Strong interpersonal and communication skills. Organized, detail-focused, and dependable with time-sensitive tasks. What We Offer Competitive salary based on experience Structured onboarding and training support Opportunity to work in a fast-paced and client-focused environment Growth opportunities within operations and finance teams Job Type: Full-time Pay: ₹10,000.00 - ₹12,000.00 per month Schedule: Monday to Friday Morning shift Supplemental Pay: Performance bonus Work Location: In person
