Back Office Executive ( Insurance)

Job Title: Operations Executive – Insurance (Back Office)

Location: Ahmedabad

Department: Insurance Operations

Reports To: Operations head

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Key Responsibilities:

1. Policy Servicing

• Handle issuance, endorsements, renewals, and cancellations of general insurance policies.

2. Claims Support

• Assist in claim intimation, documentation, follow-ups, and settlement coordination.

3. Data Entry & Documentation

• Maintain accurate records in insurance portals and internal systems.

• Ensure error-free preparation of policy schedules and documents.

4. Customer & Sales Support (Back-End)

• Prepare quotations, comparison sheets, and assist sales teams in documentation.

• Support in resolving customer queries through backend coordination.

5. MIS & Reporting

• Prepare daily/weekly reports on issued policies, pending cases, and claims status.

6. Compliance & Audit

• Ensure processes are in line with IRDAI regulations and company policies.

• Maintain required documents for audits.

7. Coordination

• Liaise with insurers, TPAs, surveyors, and internal teams for smooth operations.

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Experience Requirements:

• 1–3 years’ experience in General Insurance back-office operations.

• Exposure to Motor, Health, Fire, Marine, Liability, and Project Insurance (CAR/EAR) preferred.

• Knowledge of policy issuance, endorsements, and claims handling.

• Experience with insurance portals / CRM tools and MS Office (Excel, Word).

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Skills & Competencies:

• Accuracy in documentation & data entry.

• Good communication & coordination skills.

• Ability to work under deadlines with attention to detail.

• Basic understanding of IRDAI compliance