Insurance Administration & Client Support Executive

We are seeking a highly organised, detail\-oriented and proactive Insurance Administration \& Client Support Executive to provide comprehensive administrative and customer service support to our insurance team.

The role will involve managing policy administration, maintaining accurate client records, supporting new business and renewals, and ensuring that client enquiries and outstanding tasks are handled efficiently and professionally.

The ideal candidate will have excellent organisational and communication skills, a customer\-focused approach, and the ability to manage multiple priorities while maintaining a high standard of accuracy and service.

Key Responsibilities

• Provide day\-to\-day administrative support to the insurance team, ensuring the smooth and efficient running of operations.
• Set up, update and maintain accurate client and policy records within Broker Central.
• Process new business applications, policy renewals, amendments, cancellations and other policy\-related transactions.
• Prepare, check and issue policy documents, schedules, certificates and client correspondence in a timely manner.
• Ensure all client information and policy documentation are accurate, complete and properly maintained.

Client Service \& Communication

• Contact clients to obtain renewal information, outstanding documentation and any additional details required for policy processing.
• Respond to routine client enquiries professionally and efficiently, escalating complex matters where appropriate.
• Liaise with insurers, clients and internal colleagues to resolve routine policy and administrative queries.
• Maintain a professional and helpful approach in all telephone, email and written communications.

Sales \& Account Support

• Support the sales team with quotations, client follow\-ups and the preparation of relevant documentation.
• Assist with outstanding premium payments, client receipts and basic account\-related enquiries.
• Maintain accurate diary reminders and follow\-up records to ensure renewals, outstanding payments and other important deadlines are not missed.
• Identify opportunities to improve client service, retention and the overall efficiency of administrative processes.

General Administration

• Maintain organised electronic records and ensure all relevant documentation is filed appropriately.
• Monitor outstanding tasks and follow up with the relevant parties to ensure timely completion.
• Provide general office and customer service support as required.
• Handle client information confidentially and in accordance with company procedures and applicable data protection requirements.

What We Are Looking For

• Excellent organisational skills and a strong attention to detail.
• Good written, verbal and telephone communication skills.
• A professional, friendly and customer\-focused approach.
• Confidence using computers, email and office applications, with the ability to learn new systems quickly.
• A reliable, proactive and responsible attitude, with the ability to manage tasks independently.
• The ability to prioritise workloads, meet deadlines and work effectively within a small team.
• A willingness to learn, take ownership of responsibilities and contribute to the smooth running of the business.

Desirable Experience

Previous experience in insurance administration, financial services, customer service, sales support or general administration would be beneficial.

Experience using Broker Central or similar insurance management systems would be an advantage. However, we welcome applications from candidates with strong administrative and customer service skills who are keen to develop their knowledge of the insurance industry.

What Success Looks Like

• Accurate and up\-to\-date client and policy records.
• Timely processing of new business, renewals and policy changes.
• Professional and responsive client communication.
• Effective follow\-up of outstanding documentation, payments and tasks.
• Reliable administrative support that enables the insurance and sales teams to operate efficiently.

• *This is an excellent opportunity for an organised and motivated individual to develop their career in insurance administration while making a meaningful contribution to the team and the quality of service provided to clients.**

Pay: ₹10,000\.00 \- ₹55,000\.00 per month

Language

• English (Preferred)

Work Location: In person