Back Office Operations Executive

Tasks for Back Office Operations Executive

Daily Tasks

• Respond To Client Inquiries Via Calls, Emails Or Whatsapp/ Message.
• Process New Insurance Applications, Policies, Renewals, And Endorsements.
• Manage Premium Payment Reminders And Confi rmations.
• Update Client And Policyholder Databases.
• Handle Mail (Incoming And Outgoing) And Correspondence With Clients.
• Assist In Organizing Meetings And Preparing Required Documents.
• Provide Support For Claims Processing.

Weekly Tasks

• Generate Weekly Reports On Policy Updates, Claims, And Premium Payments.
• Conduct Follow-Ups With Clients On Pending Payments Or Documents.
• Coordinate With Underwriters For Approvals.

Monthly Tasks

• Prepare And Share Monthly Client And Policy Reports With Management.
• Ensure All Client Data Is Accurate And Up To Date.
• Share Updates With Key Customers On New Services Or Policy Changes.