AUM Capital
Website:
aumcap.com
Job details:
Operations Executive – General Insurance
Department: Insurance
Function: Back Office / Operations
Location: Kolkata
Experience: 2–3Years
Employment Type: Full-Time
Role Overview
We are looking for a detail-oriented and proactive Insurance Back Office Executive to support the end-to-end processing and coordination of insurance-related activities. The role will involve handling RFPs, preparing quotations and proposals, coordinating claims and documentation, and liaising with insurance companies and LIC offices for smooth processing and follow-ups.
Key Responsibilities
- RFP Management: Coordinate and prepare responses to RFPs, tenders, and insurance-related requirements.
- Quotation Preparation: Prepare and coordinate insurance quotations based on client requirements, insurer terms, and product specifications.
- Proposal Processing: Prepare, verify, and submit insurance proposals along with all required documents and information.
- Claims Coordination: Assist in claim registration, documentation, follow-ups, and coordination with insurers and clients until closure.
- Policy Documentation: Ensure accurate maintenance and processing of policy-related documents, forms, endorsements, renewals, and records.
- Insurance Company Coordination: Liaise with insurance companies, intermediaries, and relevant teams for quotations, policy issuance, endorsements, claims, and other requirements.
- LIC Office Visits: Visit LIC/insurance offices whenever required for submission of documents, follow-ups, claim-related matters, policy servicing, and other operational requirements.
- Client Coordination: Coordinate with clients for collecting required documents, clarifications, proposal forms, and other information.
- Follow-ups: Track pending quotations, proposals, policy issuance, claims, renewals, and documentation to ensure timely closure.
- Data & MIS: Maintain accurate records of policies, claims, quotations, proposals, and other insurance-related transactions; prepare periodic MIS reports.
- Compliance & Accuracy: Ensure all documentation and processes are completed accurately and within stipulated timelines.
Desired Skills
- Good understanding of insurance products, policies, claims, and documentation
- Strong knowledge of MS Excel, Word, and Google Workspace
- Good written and verbal communication skills
- Strong follow-up and coordination skills
- Attention to detail and accuracy
- Ability to manage multiple tasks and deadlines
- Willingness to travel/visit LIC and insurance offices as required
- Ability to work effectively with clients, insurers, and internal teams
Qualification
Graduate in any discipline; candidates with an insurance, finance, commerce, or related background will be preferred.
Preferred Experience
- Candidates with prior experience in insurance back office, policy servicing, claims processing, insurance operations, broking, or general insurance will be preferred.rwriting basics, claims processes, and regulatory guidelines.
- Proficiency with MS Office (Excel, Word, PowerPoint) and insurance-related software or portals.
- Effective communication and interpersonal skills for coordination with clients, insurers, and internal stakeholders.
- Attention to detail, problem-solving ability, and strong organizational skills to manage multiple tasks and deadlines.
- Ability to work on-site in New Delhi and collaborate in a team-oriented, compliance-focused environment.
- Bachelor’s degree in finance, commerce, business administration, or a related field; experience in general insurance operations is preferred.
- Commitment to ethical conduct, customer-centric service, and continuous learning in the financial services sector.
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