Insurance Back Office Support

Job Title: Insurance Back-Office Support

Experience Level: 1+ years.

Location: Vadodara, Gujarat

Shift Time: US Shift (10-hour shift including a 1-hour break)

Job Overview:

We are seeking a detail-oriented and proactive Insurance Back-Office Support / Virtual Assistant to provide comprehensive administrative and operational support to our insurance team. The ideal candidate will have experience with insurance processes, policy servicing, and familiarity with industry-standard management systems. This role requires strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently in a fast-paced environment.

Key Responsibilities

• Prepare and maintain Quote Summaries and Proposals.
• Conduct policy checking, policy servicing, and ensure accuracy of all documentation.
• Perform document indexing, filing, and record management.
• Handle renewal processing, maintain renewal lists, and send reminders.
• Support claims processing, documentation, and follow-up with relevant stakeholders.
• Issue and manage Certificates of Insurance (COI).
• Assist in billing, accounts receivable, and payment follow-up.
• Manage policy setup, endorsements, and amendments.
• Process loss runs and maintain updated records.
• Set up new business accounts and ensure compliance with company standards.
• Perform accurate data entry into relevant management systems.

Management Systems Knowledge (Preferred):

• Applied EPIC
• EZLynx
• AMS360
• QQ Catalyst
• TAM
• Hawksoft
• Genesis
• Agency Matrix
• AgencyBloc
• Doris
• Sagitta
• Zanatek

Qualifications & Skills

• Bachelors degree or equivalent experience in Insurance, Business Administration, or related field (preferred).
• Prior experience in insurance back-office support, policy servicing, or virtual assistance.
• Strong working knowledge of insurance workflows (new business, renewals, claims, COI, billing).
• Proficiency in one or more Insurance Agency Management Systems listed above.
• Excellent communication and organizational skills.
• Ability to manage tasks independently, prioritize workload, and meet deadlines.
• High attention to detail with a focus on accuracy.
• Good to have experience in voice process.
• Billing enquiries & invoicing
• Indexing
• Cancellations
• Policy checking
• Outbound calls
• Accord applications & supplemental applications
• Binding
• Pending subjectivities
• Quoting
• Proposal preparation
• Policy setup
• Renewals
• Account setup
• Claims
• Certificate of Insurance
• Loss runs

Interested candidates can share their CV at [HIDDEN TEXT]