Job Description

Budget- 15,000-20,000

Job Title Insurance Executive (Backoffice Operations)

Department Insurance

Hierarchy Level Executive

Gender Preference Male / Female

Pay Structure 15000 to 20000 (Depends on Skills)

Reporting To Chief General Manger

PRIMARY RESPONSIBILITY

Frequency Tasks/ Responsibilities

Daily Tasks - Respond To Client Inquiries Via Calls, eMails Or Whatsapp/ Message.

- Process New Insurance Applications / Policies, Renewals, And Endorsements

- Manage Premium Payment Reminders And Confirmations.

- Update Client And Policyholder Databases.

- Handle eMail (Incoming And Outgoing) And Correspondence With Clients.

- Assist In Organizing Meetings And Preparing Required Documents.

- Provide Support For Claims Processing.

Weekly

Tasks

- Generate Weekly Reports On Policy Updates, Claims, And Premium Payment

- Conduct Follow-Ups With Clients On Pending Payments Or Documents.

-Coordinate With Underwriters For Approvals.

Monthly

Tasks

- Prepare And Share Monthly Client And Policy Reports With Management.

- Ensure All Client Data Is Accurate And Up To Date.

- Share Updates With Key Customers On New Services Or Policy Changes.

JOB SPECIFICATION

1. Position Details

? Job Title: Insurance Executive (Backoffice Operations)

? Reporting To: Chief General Manager

? Location: Vapi Office

? Department: General Insurance

2. Educational Qualification

? Bachelor's Degree (Business Administration / Management / Commerce / Marketing

Preferred)

? MBA/PGDM (Preferred, Not Mandatory)

? Certification In Office Administration, Business Communication, Or Digital Marketing Is

An Added Advantage

3. Work Experience

? Minimum 1-3 Years Of Experience In Back-Office/Operations Role, Preferably In The

Insurance Sector.

? Familiarity With Regulatory Requirements (IRDAI Guidelines) Is An Advantage.

? Experience In Handling Social Media Management, SEO Monitoring, And Reporting

Preferred

4. Technical Skills

? Proficiency In MS Office (Excel, Word, Outlook) And Insurance CRM Tools.

? Familiarity With CRM Tools, Task Management Systems (Like Smart It Box, Trello, Asana)

? Good Understanding Of Seo, Social Media (Facebook, Linkedin), Blogs, And

E-Promotions

? Ability To Prepare MIS, Dashboards, And Analytical Reports

? Strong Knowledge Of Email, Calendar, And Google Workspace / Outlook.

5. Soft Skills

? Excellent Communication & Interpersonal Skills (English, Hindi; Regional Language Is A

Plus)

? Strong Organizational & Time Management Ability

? High Level Of Discretion & Confidentiality

? Strong Problem-Solving And Decision-Making Ability

? Ability To Multitask And Work Under Pressure

? Proactive, Self-Motivated, And Result-Oriented

6. Personal Attributes

? Strong Knowledge Of Insurance Processes (Life/General/Health Insurance).

? Excellent Communication And Coordination Skills.

? Strong Sense Of Ownership & Accountability

? High Level Of Integrity And Loyalty

? Willingness To Work Beyond Standard Office Hours, If Required

7. Key Performance Areas (Linked To KRAs)

? Policy Administration & Documentation

? Client Servicing & Communication

? Data Management & Compliance

? Premium Management

? Claims Support (if part of role)

? Reporting & Deliverables

Job Type: Full-time

Pay: ?10,578.83 - ?20,000.00 per month

Work Location: In person