with a strong understanding of insurance operations to manage our daily data systems. The ideal candidate will be responsible for maintaining real-time data sheets, tracking complaints and cancellations, ensuring payout reconciliations, and monitoring renewal business. Preference will be given to candidates with prior experience in the insurance industry.
Key Responsibilities:
1.
Daily MIS Maintenance & Cloud Sheet Management
o Maintain and update cloud-based MIS in real-time.
o Ensure accurate data entry related to client and partner transactions.
2.
Complaint, Cancellation, and NACH Records Tracking
o Record and analyze client complaints, policy cancellations, and NACH rejections.
o Highlight trends and report discrepancies to management promptly.
3.
Monthly Insurer-Wise Payout Reconciliations
o Coordinate with insurance partners to reconcile monthly payout reports.
o Ensure error-free financial tracking and address variances proactively.
4.
Historical MIS Tracking (Old Sales) & Renewal Business Monitoring
o Maintain records of historical sales data for follow-ups and audits.
o Track renewal pipelines and assist teams in ensuring continuity of business.
Deliverables & Expectations:
All MIS sheets must be updated in real-time and accessible to management.
Accuracy and confidentiality of client and partner data must be upheld at all times.
Share monthly summary reports with management by the
5th of every month
.
Identify and escalate data deviations, complaint spikes, or cancellation anomalies immediately.
Candidate Profile:
Preferred Experience:
1-3 years in MIS/Data Management roles.
Prior experience in
insurance operations
, BFSI sector, or payout reconciliation is highly preferred.
Skills Required:
Proficiency in Excel, Google Sheets, and cloud-based MIS tools.
Strong attention to detail and analytical skills.
Basic knowledge of insurance terms, NACH processes, and payout structures.
Ability to work independently and meet strict reporting deadlines.
Education:
Bachelor's degree in Commerce, Finance, or related field.
Additional certifications in MIS or data analytics are a plus.
Job Type: Full-time
Pay: ?15,000.00 - ?30,000.00 per month
Benefits:
Provident Fund
Application Question(s):
Have you experience Insurance Banckground ?
Work Location: In person
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