Admin & Operations Executive - Insurance Back-End Management

We are seeking a detail-oriented Admin & Operations Executive to manage and streamline end-to-end insurance back-office workflows. The incumbent will serve as the operational backbone connecting sales/advisory teams, insurance carriers, Third-Party Administrators (TPAs), and clients-ensuring accurate policy issuance, timely renewals, seamless endorsement processing, claims documentation tracking, and strict compliance with regulatory turnaround times (TATs).

• Department: Insurance Operations & Back-Office Admin
• Reporting To: Operations Manager / Branch Head
• Experience Range: 1-4 Years in Insurance Back-End / TPA / Broking
• Location: Vadodara
• Employment Type: Full-Time, Permanent

• Policy Issuance & Documentation Scrutiny: Verify proposal forms, KYC documents, risk inspection reports, and payment instruments prior to submission on insurer portals. Track underwriting queries and ensure timely generation and dispatch of policy bonds.
• Endorsements & Policy Servicing: Process financial and non-financial policy amendments, including name/address corrections, sum-insured alterations, asset additions/deletions, and nominee updates. Ensure accuracy and zero discrepancies in all policy amendments.
• Renewal & Retention Management: Generate advance renewal notices (30/60/90-day buckets). Prepare comparative renewal quotes. Coordinate with relationship managers and maintain renewal tracking logs to prevent policy lapses.
• Claims Back-End Coordination: Register claim intimations. Guide policyholders on the required claim checklists. Verify submitted bills and documents. Liaise with surveyors, TPAs, and insurer claims desks. Monitor claim settlement status.
• CRM, Data Integrity & MIS Reporting: Maintain master policy registers, premium/commission reconciliation sheets, and digital client repositories. Prepare daily/weekly operational MIS dashboards covering pending proposals, issuance TATs, and renewal ratios.
• Office Administration & Compliance: Manage insurer portal logins and inward/outward policy registers. Coordinate with vendors. Maintain audit documentation in accordance with regulatory guidelines.

• Bachelor's degree in Commerce, Business Administration, Banking & Insurance, or a related field.
• Proven experience in insurance back-office operations (General, Health, Motor, Corporate, or Life Insurance).

• Advanced working knowledge of MS Excel, including VLOOKUP/XLOOKUP, Pivot Tables, data validation, and MIS reporting.
• Familiarity with insurer web portals and insurance CRM / Policy Administration Systems (PAS).

• High data-entry accuracy.
• Strong analytical attention to policy wordings.
• Ability to manage multi-insurer follow-ups under tight deadlines.
• Professional written and verbal communication skills.

• Policy & Endorsement TAT: Time taken from complete document receipt to portal logging and issuance - Within 24-48 Business Hours
• Documentation Accuracy: First-time-right policy issuance without post-issuance data errors - = 99.0% Accuracy Rate
• Renewal Pipeline Tracking: Advance generation and circulation of renewal trackers and quotes - 100% by 30 Days Prior to Expiry
• MIS & Reconciliation: Timely updates to CRM registers, claim trackers, and daily MIS reports - 100% Daily / Weekly Compliance