Job Description

Job Title:

Executive - MIS

Department:

Operations / Support

Reporting To:

COO

Location:

Andheri (West), Mumbai

Role Overview

The Executive - MIS will be responsible for managing, analyzing, and reporting insurance-related data for the brokerage business. The role involves preparing periodic MIS reports, tracking business performance, monitoring commissions/brokerage, supporting compliance requirements, and ensuring data accuracy to facilitate management decision-making.

Key Responsibilities

Collect, consolidate, and maintain business data from insurers, internal teams, and partners. Prepare daily, weekly, and monthly MIS reports covering: Premium booked, policies issued, and renewals. Brokerage/commission income (pending, received, and shortfall). Line of business-wise performance (Health, Motor, Property, etc.). Client portfolio analysis and business pipeline tracking. Reconciliation of brokerage with insurer statements and ensuring accuracy. Support Finance/Accounts in invoicing, GST reconciliation, and tracking receivables. Maintain client and policy databases for audit and compliance (IRDAI requirements). Generate dashboards and analytical reports for management decision-making. Assist business development teams with customized reports and client presentations. Ensure timely submission of regulatory/statutory MIS as per IRDAI guidelines. Identify gaps or delays in data and coordinate with stakeholders for timely resolution. Support automation and process improvement initiatives in MIS reporting.

Key Skills & Competencies

Strong knowledge of

MS Excel (advanced functions, pivot tables, VLOOKUP, dashboards, etc.)

. Exposure to

MIS tools, ERP/CRM systems, or insurance broker portals

. Analytical ability to interpret data and provide meaningful insights. Attention to detail and accuracy in financial/data reconciliation. Good communication skills (written and verbal). Ability to work under tight deadlines and handle multiple tasks.

Qualifications & Experience

Graduate in Commerce / Finance / Business Administration. 1-3 years of MIS / Data Analysis experience, preferably in

insurance broking, insurance companies, or financial services

. Knowledge of insurance products and brokerage processes will be an added advantage.
Job Type: Full-time

Pay: ₹11,920.82 - ₹31,120.78 per month

Benefits:

Cell phone reimbursement
Work Location: In person