Back Office Executive- Insurance

The Back Office Executive will support the operational and administrative functions of the insurance and mutual fund business. This role ensures smooth processing of client applications, compliance with regulatory requirements, and accurate record-keeping, while enabling the front-office team to focus on client engagement.

Key Responsibilities

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  Documentation & Data Management

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    Process and maintain client records, policy documents, and investment applications.

    
    
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    Ensure accuracy in data entry across insurance and mutual fund systems.

    
    
  
  
  
  
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  Policy & Investment Processing

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    Assist in issuance, renewal, and endorsement of insurance policies.
    
    
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    Support mutual fund transactions including purchase, redemption, and SIP registrations.

    
    
  
  
  
  
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  Compliance & Reporting

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    Maintain compliance with IRDAI, SEBI, and company guidelines.

    
    
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    Prepare MIS reports, reconciliation statements, and audit-ready documentation.

    
    
  
  
  
  
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  Client Support (Non-Frontline)

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    Coordinate with front-office executives to resolve client queries.

    
    
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    Provide backend support for claims processing and investment tracking.

    
    
  
  
  
  
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  Coordination

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    Liaise with insurance companies, AMCs, and regulatory bodies for operational requirements.

    
    
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    Ensure timely submission of forms, KYC documents, and regulatory filings.