Job Description
Location
Prahlad Nagar, Ahmedabad, Gujarat
Full job description
We are seeking a meticulous and organized Back-Office and Quotation Specialist to join our dynamic team at InsureSmart. The ideal candidate will support the insurance advisors by handling a range of administrative tasks, managing quotations, and ensuring the smooth operation of back-office functions.
Key Responsibilities:
1. Quotation Management:
- Prepare and process insurance quotations for clients, ensuring accuracy and completeness.
- Collaborate with insurance advisors to understand client needs and provide tailored quotes.
- Maintain up-to-date knowledge of various insurance products and services.
- Liaise with insurance providers to obtain competitive quotes and negotiate terms.
2. Administrative Support:
- Manage and organize client records and documentation, ensuring compliance with industry regulations.
- Handle client inquiries via phone, email, or in person, providing exceptional customer service.
- Schedule appointments and manage the calendars of insurance advisors.
- Assist in the preparation of reports, presentations, and other documentation as required.
3. Data Entry and Record Keeping:
- Enter and update client information in the CRM system accurately and promptly.
- Maintain and organize both digital and physical files in a systematic manner.
- Ensure all data is handled with confidentiality and integrity.
4. Back-Office Operations:
- Support day-to-day office functions, including mail handling, office supply management, and general office maintenance.
- Coordinate with other departments to streamline office operations and improve efficiency.
- Assist with the onboarding of new clients and policy renewals.
5. Compliance and Quality Assurance:
- Ensure all quotations and documentation comply with regulatory requirements and company policies.
- Conduct regular audits of records to ensure accuracy and completeness.
- Stay updated on industry trends, regulatory changes, and best practices.
Qualifications:
- Education: High school diploma or equivalent; a degree in business administration or a related field is a plus.
- Experience: Minimum of 2 years of experience in a back-office or administrative role, preferably within the insurance industry.
- Skills:
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent organizational and multitasking abilities.
- Strong attention to detail and accuracy.
- Effective communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Familiarity with insurance products and terminology is an advantage.
#### Personal Attributes:
- Detail-oriented with a high level of accuracy.
- Proactive and able to manage time effectively.
- Trustworthy and maintains confidentiality.
- Customer-focused with a service-oriented mindset.
#### How to Apply:
Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they are a good fit for this position to mohit@insuresmart.in
InsureSmart is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Types: Full-time, Permanent, Fresher
Pay: ₹10,000.00 - ₹20,000.00 per month
Schedule:
Day shift
Supplemental Pay:
Commission pay
Education:
Bachelor's (Required)
Language:
English (Preferred)
Work Location: In person
Prahlad Nagar, Ahmedabad, Gujarat
Full job description
We are seeking a meticulous and organized Back-Office and Quotation Specialist to join our dynamic team at InsureSmart. The ideal candidate will support the insurance advisors by handling a range of administrative tasks, managing quotations, and ensuring the smooth operation of back-office functions.
Key Responsibilities:
1. Quotation Management:
- Prepare and process insurance quotations for clients, ensuring accuracy and completeness.
- Collaborate with insurance advisors to understand client needs and provide tailored quotes.
- Maintain up-to-date knowledge of various insurance products and services.
- Liaise with insurance providers to obtain competitive quotes and negotiate terms.
2. Administrative Support:
- Manage and organize client records and documentation, ensuring compliance with industry regulations.
- Handle client inquiries via phone, email, or in person, providing exceptional customer service.
- Schedule appointments and manage the calendars of insurance advisors.
- Assist in the preparation of reports, presentations, and other documentation as required.
3. Data Entry and Record Keeping:
- Enter and update client information in the CRM system accurately and promptly.
- Maintain and organize both digital and physical files in a systematic manner.
- Ensure all data is handled with confidentiality and integrity.
4. Back-Office Operations:
- Support day-to-day office functions, including mail handling, office supply management, and general office maintenance.
- Coordinate with other departments to streamline office operations and improve efficiency.
- Assist with the onboarding of new clients and policy renewals.
5. Compliance and Quality Assurance:
- Ensure all quotations and documentation comply with regulatory requirements and company policies.
- Conduct regular audits of records to ensure accuracy and completeness.
- Stay updated on industry trends, regulatory changes, and best practices.
Qualifications:
- Education: High school diploma or equivalent; a degree in business administration or a related field is a plus.
- Experience: Minimum of 2 years of experience in a back-office or administrative role, preferably within the insurance industry.
- Skills:
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Excellent organizational and multitasking abilities.
- Strong attention to detail and accuracy.
- Effective communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Familiarity with insurance products and terminology is an advantage.
#### Personal Attributes:
- Detail-oriented with a high level of accuracy.
- Proactive and able to manage time effectively.
- Trustworthy and maintains confidentiality.
- Customer-focused with a service-oriented mindset.
#### How to Apply:
Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and why they are a good fit for this position to mohit@insuresmart.in
InsureSmart is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Types: Full-time, Permanent, Fresher
Pay: ₹10,000.00 - ₹20,000.00 per month
Schedule:
Day shift
Supplemental Pay:
Commission pay
Education:
Bachelor's (Required)
Language:
English (Preferred)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Back Office Executive position is now open for candidates interested in the Office Assistant Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Office Assistant Jobs is a plus.