Back Office Executive

Job Description: Back Office Executive

Company: PNB MetLife India Insurance Company Limited

Department: Operations / Policy Servicing

Location: DUNLOP

Employment Type: Full-time/PART TIME

Role OverviewThe Back Office Executive plays a critical role in the "engine room" of PNB MetLife. Your primary focus will be ensuring that the behind-the-scenes administrative processes—ranging from policy issuance to data management—are handled with speed and surgical precision. You will support the sales and front-end teams by maintaining the integrity of our records and ensuring compliance with regulatory guidelines.

• Key ResponsibilitiesData Management: Accurately input and update customer information, policy details, and premium payments into the central database.
• Document Verification: Scrutinize KYC (Know Your Customer) documents and insurance applications for completeness and authenticity before processing.
• Policy Servicing: Handle administrative requests such as address changes, nominee updates, and policy renewals or surrenders.
• Report Generation: Prepare daily, weekly, and monthly MIS (Management Information System) reports to track branch performance and operational bottlenecks.
• Coordination: Liaise between the sales team and the Underwriting department to resolve pending requirements for new business applications.
• Compliance: Maintain physical and digital filing systems in accordance with IRDAI (Insurance Regulatory and Development Authority of India) norms.

Required Skills & QualificationsAttributeRequirementEducationGraduate in any stream (Commerce or Finance background preferred).Experience0–2 years in back-office operations (Experience in Life Insurance is a bonus).Technical SkillsAdvanced Excel skills (VLOOKUP, Pivot Tables) and fast typing speed.Attention to DetailHigh level of accuracy in data entry and document vetting.Time ManagementAbility to meet strict Turnaround Time (TAT) targets for process completion.