Job Description

We are seeking a meticulous and organized Back-Office and Quotation Specialist to join our dynamic team at InsureSmart. The ideal candidate will support the insurance advisors by handling a range of administrative tasks, managing quotations, and ensuring the smooth operation of back-office functions.

Key Responsibilities:

1. Quotation Management:

- Prepare and process insurance quotations for clients, ensuring accuracy and completeness.

- Collaborate with insurance advisors to understand client needs and provide tailored quotes.

- Maintain up-to-date knowledge of various insurance products and services.

- Liaise with insurance providers to obtain competitive quotes and negotiate terms.

2. Administrative Support:

- Manage and organize client records and documentation, ensuring compliance with industry regulations.

- Handle client inquiries via phone, email, or in person, providing exceptional customer service.

- Schedule appointments and manage the calendars of insurance advisors.

- Assist in the preparation of reports, presentations, and other documentation as required.

3. Data Entry and Record Keeping:

- Enter and update client information in the CRM system accurately and promptly.

- Maintain and organize both digital and physical files in a systematic manner.

- Ensure all data is handled with confidentiality and integrity.

4. Back-Office Operations:

- Support day-to-day office functions, including mail handling, office supply management, and general office maintenance.

- Coordinate with other departments to streamline office operations and improve efficiency.

- Assist with the onboarding of new clients and policy renewals.

5. Compliance and Quality Assurance:

- Ensure all quotations and documentation comply with regulatory requirements and company policies.

- Conduct regular audits of records to ensure accuracy and completeness.

- Stay updated on industry trends, regulatory changes, and best practices.

Qualifications:

- Education: High school diploma or equivalent; a degree in business administration or a related field is a plus.

- Experience: Minimum of 2 years of experience in a back-office or administrative role, preferably within the insurance industry.

- Skills:

- Proficient in Microsoft Office Suite (Word, Excel, Outlook).

- Excellent organizational and multitasking abilities.

- Strong attention to detail and accuracy.

- Effective communication and interpersonal skills.

- Ability to work independently and as part of a team.

- Familiarity with insurance products and terminology is an advantage.

# Personal Attributes:

- Detail-oriented with a high level of accuracy.

- Proactive and able to manage time effectively.

- Trustworthy and maintains confidentiality.

- Customer-focused with a service-oriented mindset.

# How to Apply:

Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they are a good fit for this position to mohit@insuresmart.in

InsureSmart is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Types: Full-time, Permanent, Fresher

Pay: ?10,000.00 - ?20,000.00 per month

Schedule:

Day shift
Supplemental Pay:

Commission pay
Education:

Bachelor's (Required)
Language:

English (Preferred)
Work Location: In person