Back Office Executive

About the Role

PNB MetLife India Insurance Company Limited invites applications for the position of Back Office Executive at their Dunlop Branch in Kolkata. This full-time role demands an individual who is methodical, dependable, and well-organized to serve as the operational backbone of the branch. Responsibilities include managing policy documentation, maintaining precise records, aiding sales teams, and ensuring the seamless administration of daily branch activities.

Key Responsibilities

• Ensure accurate verification, processing, and updating of customer policy proposals and KYC documentation.
• Keep customer and advisor details current within the company's CRM tools.
• Collaborate closely with sales and distribution teams to expedite pending application clearances.
• Manage branch communications, including logging and compiling daily reports.
• Monitor daily operational duties to guarantee prompt service execution.
• Support walk-in policyholders and advisors by addressing service inquiries and document handling.
• Coordinate with central underwriting and operational departments for swift resolution of queries.
• Comply rigorously with company policies, IRDAI guidelines, and audit standards.
• Maintain organized physical and digital files to ensure accessibility for audits.

Candidate Profile

• Education: At least completion of higher secondary schooling (HS PASS AND ABOVE).
• Experience: Between zero and three years in roles involving administrative support, data entry, or back-office functions; fresh candidates with strong aptitude are encouraged.
• Technical Proficiencies: Skilled in MS Office, especially Excel and Word; capable of fast typing and robust data handling.
• Communication: Effective verbal and written communication skills in Bengali, Hindi, and English.
• Attributes: Strong organizational capabilities, multitasking proficiency, attention to detail, and a problem-solving mindset.

Compensation & Benefits

• Competitive monthly salary ranging from INR 24,567 to 55,592.
• Performance-linked incentives.
• Opportunities for career advancement within the life insurance industry.
• A collaborative, supportive, and professional workplace culture.