insurance - Back office

SWASTIKA INVESTMART LIMITED
Job Title: Back Office/Operation – Insurance
Location: Indore
Experience Required: 1-3 years
Employment Type: Full-Time

Key Responsibilities:
📋 Policy Management:

• Handle policy issuance, renewals, endorsements, and cancellations.
• Maintain accurate records of insurance policies and client details.

📊 Data Entry & Documentation:

• Enter and update client information into internal systems.
• Manage and organize documentation related to policies, claims, and underwriting.

💬 Client & Stakeholder Support:

• Coordinate with sales, underwriting, and claims departments for smooth operations.
• Respond to internal queries regarding policy status and documentation.

💰 Claims Processing Support:

• Assist in claim registrations and documentation.
• Track claim statuses and coordinate with the claims department for updates.

📑 Compliance & Reporting:

• Ensure adherence to IRDAI regulations and company policies.
• Prepare daily/weekly reports related to policies, premiums, and claims.

Skills & Competencies:
✅ Strong attention to detail and accuracy
✅ Proficiency in MS Office (Excel, Word)
✅ Knowledge of insurance products and processes
✅ Good communication and coordination skills
✅ Ability to handle large volumes of data efficiently

Educational Qualification:
🎓 Bachelor’s degree in Commerce, Business Administration, or any related field
📊 Key Skills Required:

• Strong knowledge of MS Office (Excel, Word, PowerPoint)
• Good communication and interpersonal skills
• Attention to detail and excellent organizational skills
• Ability to handle confidential information securely
• Basic understanding of insurance policies (Life, Health, General) is a plus