Back office job profiles in an insurance company primarily involve supporting the company's operations by handling administrative, technical, and operational tasks. These roles are crucial for the smooth functioning of the insurance business, even though they don't directly interact with customers. Key Responsibilities: Data Management and Processing: Back office staff are responsible for accurately entering, updating, and managing policyholder information, claims data, and other relevant records within the company's systems. Policy Administration: This includes tasks like processing new insurance applications, issuing policies, and handling policy changes or renewals. Claims Processing: Back office teams manage the entire claims process, from receiving claims submissions to evaluating them and facilitating settlements. Regulatory Compliance: Ensuring adherence to regulatory guidelines and company policies related to data privacy, record keeping, and other operational procedures. Communication and Coordination: Back office staff often communicate with other departments, such as underwriting and claims, to ensure smooth workflow and resolve any issues. Report Generation and Analysis: Creating reports and conducting basic analysis for management review, often involving data from various systems. Administrative Support: Handling general office tasks, maintaining records, and ensuring the smooth functioning of the back office operations. Skills and Qualifications: Strong computer skills: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), database management, and other relevant software is essential. Attention to detail: Accuracy and thoroughness are crucial for data entry, record keeping, and other tasks. Organizational skills: The ability to manage multiple tasks, prioritize work, and maintain organized records is important. Communication skills: Effective written and verbal communication is needed for interacting with colleagues and other departments. Problem-solving skills: Back office staff often need to identify and resolve issues related to data, processes, or documentation. Knowledge of insurance principles and procedures: While not always required, some roles may benefit from a basic understanding of insurance concepts. Types of Back Office Roles: Back Office Executive: Handles a variety of administrative and operational tasks, often supporting multiple departments. Data Entry Clerk: Focuses on accurately entering and updating data into company systems. Policy Administrator: Specializes in processing new policies, policy changes, and renewals. Claims Processor: Handles claims submissions, evaluation, and settlement processes. Compliance Officer: Ensures adherence to regulatory guidelines and company policies. Underwriting Assistant: Supports underwriters in tasks like risk assessment and policy issuance. Back office positions in insurance can offer stable employment with opportunities for growth and career advancement, particularly for those with the right skills and experience.
A General Insurance Back Office professional plays a vital role in supporting the day-to-day operations of an insurance company. Here's a breakdown of the job profile: Key Responsibilities: - Data Management: Accurately enter and maintain client records, policy information, and claims data in databases. - Policy Processing: Process and review insurance applications, documents, and claims to ensure timely and accurate processing. - Compliance: Ensure adherence to regulatory requirements, insurance policies, and procedures. - Reporting: Prepare reports on policy sales, claims, and other key metrics to support business decision-making. - Customer Support: Provide assistance to customers, agents, or brokers on policy-related queries. Required Skills: - Attention to detail: Ensure accuracy in data entry, policy processing, and reporting. - Organizational skills: Manage multiple tasks, prioritize deadlines, and maintain organized records. - Communication skills: Effectively communicate with customers, agents, brokers, and internal teams. - Technical skills: Proficiency in MS Office, particularly Excel, and insurance software systems. - Analytical skills: Analyze data, identify trends, and provide insights to support business decisions. Work Environment: - Back office roles typically involve working in an office setting, collaborating with internal teams, and interacting with customers or agents via phone or email. Career Path: - With experience, back office professionals can move into senior roles, such as team leads or operations managers, or transition into other areas like underwriting, claims, or customer service.
As a Corporate Sales Manager, you'll spearhead client acquisition, relationship management, and strategic account growth in the Bengaluru, Hyderabad and Chennai region. Your performance will directly contribute to expanding our corporate portfolio and strengthening PIBs market presence in the health and general insurance domain. Success in this role means consistently exceeding business targets, forging strong corporate partnerships, and ensuring high client satisfaction through proactive service and innovative insurance solutions. You will report to the State head and collaborate closely with underwriting, claims, and product teams to deliver customised value propositions to clients. Key Responsibilities: Identify and onboard new corporate clients across healthcare, manufacturing, IT, and other key sectors Build and manage relationships with decision-making CXO level executives Develop and execute local sales strategies in alignment with national business goals Understand client needs and coordinate with internal teams for proposal development and policy servicing Track and report performance metrics and market trends to guide decision-making Ensure regulatory compliance and ethical sales practices Recognizing upselling and cross-selling opportunities and applying accordingly. Qualifications & Skills: Bachelor’s degree required: BBA/BE/B.Sc/BMS/B.Com Master’s: MBA in Sales/Marketing/Healthcare preferred (Not mandatory) 3–10 years of proven experience in B2B or institutional sales, preferably in insurance or healthcare Excellent communication, negotiation, and presentation skills Strong understanding of group health insurance, general insurance products, and market dynamics Proficiency in local language and English (spoken and written) Willingness to travel across assigned areas in Bengaluru, Hyderabad and Chennai What We Offer: Competitive compensation with performance-based incentives Fast-track career growth in a professionally driven and expanding organization Opportunity to work with leading corporates and impact the healthcare insurance ecosystem Supportive team environment and continuous learning opportunities
Job Profile: Relationship Manager – Insurance Broking Position Summary The Relationship Manager (RM) is responsible for developing and managing relationships with corporate and retail clients to promote insurance products and services offered through the broking firm. The RM acts as the primary point of contact between clients and the insurance company, ensuring client satisfaction, policy renewals, and business growth. Key Responsibilities 1. Client Acquisition & Business Development Identify and acquire new clients (corporate & individual) for various lines of insurance (General, Health, Life, Marine, Property, Liability, etc.). Generate leads through networking, referrals, cold calls, and market research. Achieve assigned sales and revenue targets for both new and renewal business. 2. Client Relationship Management Maintain strong, long-term relationships with clients and key decision-makers. Understand client needs, risk exposures, and provide suitable insurance solutions. Act as a liaison between clients and insurance companies for quotations, policy issuance, and claim assistance. 3. Policy Servicing & Renewal Management Handle policy renewals proactively and ensure timely renewal of client policies. Review existing insurance portfolios and suggest enhancements or cost optimizations. Coordinate with underwriting and operations teams for documentation, endorsements, and compliance. 4. Claims Support Assist clients in claim intimation, documentation, and coordination with insurers. Provide end-to-end support to ensure smooth and fair claim settlement. 5. Market Intelligence & Reporting Keep updated on insurance products, industry trends, IRDAI regulations, and competitor activities. Prepare MIS reports on sales, renewals, and client servicing activities for management review. Skills & Competencies :-Strong communication and interpersonal skills. Good understanding of various insurance products and risk management concepts. Negotiation and persuasion skills. Customer-centric approach with service orientation. Ability to work under pressure and meet targets. Proficiency in MS Office (Excel, Word, PowerPoint) and CRM tools. Educational Qualification Graduate (preferably in Commerce, Business Administration, or Insurance). MBA or PG Diploma in Insurance, Finance, or Marketing (preferred). IRDAI (Insurance Regulatory and Development Authority of India) certification/licensing for broking operations (mandatory as per role). Experience 0–2 years of experience in insurance broking, banking, or financial services. Experience in handling corporate clients or SME accounts preferred. Key Performance Indicators (KPIs)New business generation (premium volume & revenue). Client retention and renewal ratio. Cross-selling and upselling of insurance products. Customer satisfaction and feedback. Claims turnaround time and support efficiency.