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For Employers

MIS Executive

Efficient Insurance Brokers Pvt Ltd

0 years

1 - 2 Lacs

borivali mumbai maharashtra

Posted:1 day ago| Platform: SimplyHired logo

Apply

Skills Required

microsoft excel data entry in-person communication skills

Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: MIS Executive

Department: MIS

Location: Borivali

Reporting To: Manager – Operations

Job Purpose:

To manage and maintain Management Information Systems (MIS) and ensure timely, accurate reporting of insurance data, premium collections, policy issuance, and business performance metrics for the organization.

Key Responsibilities:

Collect, compile, and analyze data related to insurance policies, renewals, commissions, and client accounts.
Prepare daily, weekly, and monthly MIS reports for management and various departments.
Maintain records of policy issuance, endorsements, and renewal tracking.
Coordinate with insurance companies and internal teams to reconcile data on premium, claims, and commissions.
Ensure accuracy in data entry and maintain updated records in CRM/ERP systems.
Generate and automate reports using Excel, Google Sheets, or BI tools (e.g., Power BI, Tableau).
Support audits and compliance by providing necessary data and documentation.
Identify data discrepancies and coordinate with respective departments to resolve them.
Maintain confidentiality and integrity of all insurance and client data.

Skills & Competencies:

Strong proficiency in MS Excel (VLOOKUP, Pivot Tables, Conditional Formatting, Macros preferred).
Good knowledge of insurance domain (Life / General / Health) processes and terminology.
Analytical mindset with attention to detail and accuracy.
Effective communication and coordination skills.
Ability to manage multiple tasks and meet reporting deadlines.

Job Type: Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

Paid sick time
Provident Fund

Work Location: In person

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