Back Office Executive- Insurance

Prudent Corporate; Ahmedabad District; On-site; INR 250,000 - 350,000; Full time

Job summary

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Back Office Executive- Insurance in Ahmedabad. Minimum 1 year of experience required. The role focuses on MIS data management, data reconciliation, and updating policy statuses within internal systems.

Key responsibilities include data matching, reporting, and coordination with insurance companies to resolve discrepancies. Strong MS Excel skills (VLOOKUP, XLOOKUP, Pivot Tables, SUMIFS) and good communication are essential

Qualifications

• Strong command of MS Excel (VLOOKUP / XLOOKUP, Pivot Tables, SUMIFS, data reconciliation).
• Good written and verbal communication skills.

Responsibilities

• Receive and manage daily MIS data from various General Insurance companies.
• Perform data matching between Insurance MIS reports and internal system records.
• Update policy statuses in the system (Issued, Rejected) with details like Risk Start/End Date, Issued Premium, Policy Numbers.
• Coordinate and follow up with Insurance Companies to resolve data discrepancies.
• Prepare operational reports and support day-to-day back-office tasks.

Skills

Excel data skills

Data reconciliation

MIS data handling

Communication

Tools

MS Excel

Job description

Prudent Corporate Advisory Services Ltd is urgently hiring for the post of Back Office Executive- Insurance.

Location : Ahmedabad

Experience Required : Min 1 Year

Key Responsibilities & Skills:

• Receive and manage daily MIS data from various General Insurance companies.
• Perform thorough data matching between Insurance Company MIS reports and internal system records using MS Excel.
• Update policy statuses in the system (e.g., Issued, Rejected) along with key details such as Risk Start/End Date, Issued Premium, Policy Numbers, etc.
• Coordinate and follow up with Insurance Companies as and when required to resolve data discrepancies.
• Prepare various operational reports/data and support day-to-day routine back-office tasks as and when required.
• Must-have Excel Skills: Strong command over MS Excel (VLOOKUP / XLOOKUP, Pivot Tables, SUMIFS, and data reconciliation).
• Good written and verbal communication skills.
• Preferred Experience: Candidate from Insurance Companies, Insurance Broking firms, or financial background.