Job Summary:We are seeking a detail-oriented and highly organized Back Office Executive to join our finance and insurance team. The ideal candidate will be responsible for efficiently managing the login and documentation of files related to finance and insurance processes, ensuring accurate data entry, and providing operational support to front-office teams. The role requires proficiency in handling sensitive information, ensuring regulatory compliance, and supporting the operational efficiency of the organization.

1. Key Responsibilities:File Login and Document Management:

• Log and manage incoming financial and insurance-related documents and customer files.
• Ensure all documents are categorized correctly within the company's document management systems (DMS).
• Maintain proper filing systems, both digital and physical, ensuring all documents are easily accessible for future reference.

1. Data Entry and Record Maintenance:

• Accurately input customer data, policy details, transactions, and other necessary information into the company’s system.
• Update client and policy records, including underwriting documents, financial statements, and insurance claims.
• Verify the completeness and accuracy of data entered into the system.

1. Support for Claims and Policy Management:

• Assist in the processing of insurance policies and claims, ensuring all relevant documents are uploaded and processed within agreed timelines.
• Ensure all claims are logged accurately and follow company procedures for review and processing.

1. Compliance and Regulatory Support:

• Ensure that all files and documents comply with regulatory requirements, including industry standards and company policies.
• Assist with audits and ensure all documentation is available for internal and external audit purposes.
• Maintain confidentiality and ensure all customer information is kept secure in line with legal regulations (e.g., GDPR, data protection laws).