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Back Office Executive – Non Life Insurance Products

Keywords / Skills : Operation" "Back office", "policy documents", "endorsements", "policy schedules" "premium receipts", "claim papers", "Claim Processing", MIS, Coordination, Excel, Vlookup, Hlookup, Housekeeping, Administration

2 - 4 years
Posted: 2019-04-20

Customer Service/Call Centre/BPO
Other Admin/Clerical/Secretarial
Any graduate
Posted On
20th Apr 2019
Job Ref code
Job Description
About the Job

You will assist the Branch Head in the day to day operations of the Branch Office which will entail coordination with sales team, policy documentation, claims processing, MIS to HO, general office administration and housekeeping.

Desired Profile

Education & Language skills

• Any Bachelor’s Degree from an UGC approved University

• Fluent in written & spoken English

• Should have good verbal communication skills in at least one Regional Language viz., Tamil, Telugu, Kannada etc.,

• Insurance Qualification would be an added advantage but not a must


• Minimum 2-3 years of in a company of repute.

• Experience in an insurance surveyor’s firm / insurance broking firm would be an added advantage.

Roles & Responsibility

Ability to handle the below mentioned responsibilities

• Maintain and manage all the files as per the business requirement and retrieve the same as and when required by the Branch Head or Head Office

• Closely liaise with the customer / insurance companies / other stakeholders for policy related matters and resolve the same at the earliest

• Closely work with the Insurers, Branch Head, Head Office and the Customers in collating the requisite documents viz., policy documents, endorsements, policy schedules, premium receipts, claim papers etc., with a view to ensure that the service time lines are maintained within the acceptable time limits.

• Maintain proper MIS of the business done in the Branch and ensure that all entries are correctly entered in the insurance software on a day to day basis.

• Manage the office administration on all aspects including office upkeep/cleanliness/housekeeping

• Supervise and monitor the functioning of the office assistant

• Assist the Branch Head in Sales support whereever required

• Accompany the Branch Head for Sales calls where ever required

• Handle the insurance requirements of the existing and prospective customer when the Branch Head is out of station or on leave.

• Help the Branch Head wherever possible to ramp up business

Key skills  

• Good communication skills

• Hands on experience in Excel , good if knowing advance excel like Vlookup, Hlookup

• Good Planning and execution skills

• Possess good interpersonal relationship & coordination skill

Contact: Vaidyanathan R – 9840919226; J Indhu - 9600008133

About Company

Our client is part of a large Chennai based group of companies offering Customized Insurance solutions in Life and General Insurance (Health care, Property and Liability) and acts as Knowledge Intermediary for Corporate & Retail Customers. In addition to helping customers with their standard insurance requirements, we are also into product development – designing special products customized to suit the needs of specific customer-groups.
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