Senior Back Office Executive

As a Senior Back Office Executive, you’ll support the administrative and operational activities that keep the insurance business running smoothly — especially documentation, coordination between front-end sales teams and internal departments, policy processing, and customer service support. You’ll often act as a key link between field teams, clients, and internal units to ensure timely and accurate execution of processes.

• 📍 Key Responsibilities📋 Policy & Documentation ManagementPrepare, verify, and process insurance policy paperwork, forms, and agreements accurately.
• Ensure all documentation complies with company standards and regulatory requirements.
• Collect, organize, and maintain records of customer documents and policy schedules.
• 🧾 Data Entry & Record KeepingEnter client and policy data into internal systems and databases with high accuracy.
• Maintain updated and well-organized electronic and physical filing systems.
• Generate reports and assist in audits or verification processes.
• 🤝 Coordination & CommunicationCoordinate with internal teams (sales, claims, underwriting, compliance) to ensure seamless process flow.
• Collaborate with field agents/relationship managers to gather documentation or follow up on pending cases.
• Support communication with clients for document submission, clarifications, and updates.
• 📞 Customer & Team SupportHandle back-office queries from customers and field staff professionally and with good response times.
• Provide support to team members, guiding junior back-office staff when needed.
• Assist in preparing responses to internal or regulatory inquiries.
• ⚙️ Process Improvement & ComplianceSuggest and implement improvements to back-office operations for higher efficiency and accuracy.
• Ensure compliance with internal Standard Operating Procedures (SOPs) and life insurance regulatory norms.
• Help with internal controls and quality checks to avoid policy errors or delays.
• 📊 ReportingPrepare daily/weekly/monthly operational reports for management.
• Track and report on KPI metrics like processing turnaround time, document accuracy, and pending cases.
• 🧠 Skills & QualificationsEducation: Minimum 12th pass; Diploma/Graduate degree preferred (Commerce, Business, etc.).
• Experience: Prior back-office or administrative experience (especially in insurance/finance) is an advantage.
• Attention to Detail: High accuracy in documentation and data entry.
• Communication: Good written and verbal communication skills.
• Computer Skills: Proficiency in MS Office (Excel, Word) and internal software systems.
• Teamwork: Ability to work effectively with field teams and internal departments.
• 💼 Work Environment & ReportingWork Location: Office-based (Kotak Life / MR Associates office).
• Reporting To: Back Office Manager / Operations Manager / Senior Manager.
• Team Interaction: Works closely with sales, operations, compliance, and customer support teams.

🎯 Role ObjectiveTo ensure efficient and accurate processing of policy documentation and back-office operations, support field teams and internal departments, maintain compliance with procedures, and help uphold high standards of service delivery for clients.