Back Office

Job Description – Back Office Executive

Company: Kalpatru Insurance Ltd.

Job Title: Back Office Executive

Department: Operations / Administration

Job Summary

Kalpatru Insurance Ltd. is looking for a responsible, detail-oriented, and well-organized Back Office Executive to support the company's day-to-day operational and administrative activities. The candidate will be responsible for maintaining records, managing documentation, coordinating with internal teams and insurance companies, and ensuring smooth processing of customer-related work.

Key Responsibilities

• Handle day-to-day back-office operations and administrative tasks.
• Maintain and update customer, policy, and business records accurately.
• Manage documentation related to insurance policies, proposals, renewals, claims, and other operational activities.
• Coordinate with insurance companies and internal teams for policy issuance and related updates.
• Follow up on pending documents, approvals, policy status, and other requirements.
• Prepare and maintain MIS reports, Excel sheets, and daily operational reports.
• Verify customer documents and ensure proper record maintenance.
• Maintain physical and digital filing systems.
• Coordinate with the Sales and Customer Support teams for smooth processing of customer requests.
• Handle data entry with accuracy and maintain confidentiality of customer information.
• Track policy renewals and assist in sending timely reminders and follow-ups.
• Respond to internal queries and provide necessary operational support.
• Ensure all work is completed within the required timelines and as per company procedures.
• 1–3 years of experience in Back Office, Administration, Insurance Operations, or a similar role.
• Good knowledge of MS Excel, MS Word, and email communication.
• Strong data entry and documentation skills.
• Good communication and coordination abilities.
• Attention to detail and ability to maintain accurate records.