Admin & Operations Executive - Insurance Back-End Management

A C Agarwal Share Brokers; Vadodara; On-site; INR 400,000 - 600,000; Full time

Job summary

A C Agarwal Share Brokers in Vadodara is seeking an Admin & Operations Executive to manage end-to-end insurance back-office workflows, ensuring accurate policy issuance, timely renewals, seamless endorsement processing, and strict adherence to regulatory turnaround times. The role connects sales teams, insurance carriers, TPAs, and clients.

You will coordinate with relationship managers, maintain master policy registers, and prepare daily MIS dashboards while upholding data integrity and

Qualifications

• Bachelor's degree in Commerce or related field.
• 1-4 years in insurance back-office / TPA / broking.
• Proficiency with MS Excel and insurer portals.

Responsibilities

• Policy Issuance & Documentation Scrutiny: Verify forms, KYC, risk reports and dispatch policy bonds.
• Endorsements & Policy Servicing: Process amendments with accuracy and zero discrepancies.
• Renewal & Retention Management: Generate renewal notices and trackers to prevent lapses.
• Claims Back-End Coordination: Register intimations, guide checklists, liaise with TPAs and claims desks.
• CRM, Data Integrity & MIS Reporting: Maintain policy registers and daily/weekly MIS dashboards.
• Office Administration & Compliance: Manage portal logins, vendor coordination, audit docs.

Skills

Data entry accuracy

Policy wordings analysis

Communication skills

Time management

Education

Bachelor's degree in Commerce / Business Administration / Banking & Insurance

Tools

MS Excel (VLOOKUP / XLOOKUP)

Insurance PAS / Policy Administration Systems

Insurer web portals

Job description

Role Overview

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).

Job Details

• 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

Key Responsibilities

• 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.

Qualifications & Required Skills

Education & Experience

• 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).

Technical Proficiency

• 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).

Core Competencies

• 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.

Key Performance Indicators (KPIs)

• 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