Back Office Operations Executive

Job Title: Operations Executive – Back Office (Insurance)

Location: Kurla West

Job Type: Full-Time

Experience Required: 1–3 years

Industry: Insurance, Financial Services

Language Proficiency: English & Hindi – Fluency Required

About the Role:

We are seeking a detail-oriented, proactive, and reliable Operations Executive to manage the back-office operations for our Insurance and Wealth Management services. The ideal candidate will have excellent MS Excel skills and strong communication abilities in both English and Hindi. You will play a key role in ensuring smooth execution of client servicing, documentation, data management, and coordination with internal and external stakeholders.

Key Responsibilities:

Policy Management & Processing:

Coordinate with insurance providers and clients for policy issuance, renewals, and endorsements.

Maintain accurate records of client policies and investment portfolios.

Documentation & Compliance:

Ensure timely collection, verification, and submission of KYC and other regulatory documents.

Follow up on missing documentation and compliance requirements.

Data Handling & Reporting:

Maintain, update, and manage large datasets in Excel.

Generate MIS reports, trackers, and dashboards as required by the management.

Client Coordination (Non-Sales):

Communicate effectively with clients for follow-ups, updates, and clarification regarding their insurance or investment queries.

Provide support to front-end teams by ensuring all back-end activities are efficiently handled.

Internal Coordination:

Liaise with various departments such as sales, accounts, compliance, and insurance partners to ensure end-to-end process efficiency.

Monitor and record day-to-day operational financial transactions.

Reconcile operational accounts, including inventory, cost of goods sold (COGS), and vendor accounts

Key Skills & Competencies:

Technical:

Proficient in Microsoft Excel (VLOOKUP, Pivot Tables, Filters, Charts, Basic Formulas).

Familiarity with CRM software or back-office systems is a plus.

Communication:

Excellent verbal and written communication in English and Hindi.

Ability to explain technical details clearly and concisely to non-technical clients.

Organizational:

Attention to detail, problem-solving attitude, and the ability to prioritize work.

Strong follow-up and time-management skills.

Behavioral:

Proactive and self-motivated.

Strong work ethic and a team-player attitude.

Qualifications:

Bachelor’s degree in Commerce, Finance, Business Administration, or related field.

What We Offer:

A collaborative and growth-oriented work environment.

Exposure to the financial services and insurance ecosystem.

Learning and development opportunities.