Assistant Manager - Customer Experience (IMT)

Futurisk Insurance Broking; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Futurisk Insurance Broking in Mumbai is seeking a data-driven professional to manage policy issuance, endorsements, and client servicing, coordinating with insurers for accurate policy administration. The role centers on creating, maintaining, and analyzing MIS reports using Advanced Excel to ensure timely and precise reporting.

You will handle large data sets, perform policy quality checks, and deliver operational insights to meet client requirements with strong communication and analytical

Qualifications

• Strong knowledge of Advanced Excel mandatory.
• 2+ years of experience in Insurance, TPA or broking field.
• Proficient in data validation and handling large data sets.
• Ability to prepare MIS and operational reports.
• Excellent communication and analytical thinking.

Responsibilities

• Manage policy issuance, endorsements and client servicing.
• Coordinate with insurance companies for policy issuance and corrections.
• Update and maintain client policy records and documentation.
• Calculate premium changes for additions and deletions.
• Create and publish MIS reports using Advanced Excel.

Skills

Advanced Excel

Data Validation

Large Data Sets

MIS Reports

Policy Administration

Job description

Role Overview:

You will be responsible for managing policy issuance, endorsements, client servicing, and operational coordination with insurance companies. A critical part of this role is creating, maintaining, and analyzing MIS reports and operational data using Advanced Excel. The candidate must ensure accuracy, timely reporting, and efficient policy administration while supporting client requirements.

Key Responsibilities:

• Perform policy quality checks and manage endorsements.
• Coordinate with insurance companies for policy issuance and corrections.
• Update and maintain client policy records and documentation.
• Calculate premium changes for additions and deletions.
• Create and publish MIS and reports using Advanced Excel.
• Share reports and policy details with clients.
• Resolve client queries and support operational requirements.

Job requirements:

• Strong knowledge of Advanced Excel Mandatory***
• 2+ years experience in Insurance, TPA or broking field.
• Must be proficient in Data Validation and Handling large data sets.
• Ability to prepare MIS and operational reports
• Excellent communication skill is required
• Good analytical and logical thinking