Senior Back Office Executive

Job Title: 💼 Senior Back Office Executive

Company: 🏢 PNB MetLife India Insurance Company Limited

Location: 📍 KOLKATA DUNLOP

Employment Type: 🕒 Full-time

About PNB MetLife 🏦PNB MetLife India Insurance Company Limited (PNB MetLife) is one of India's leading life insurance companies, combining the financial strength of Punjab National Bank with the global expertise of MetLife, Inc. 🌐🤝

Role Overview 🎯We are seeking an experienced and detail-oriented Senior Back Office Executive to oversee daily operational workflows, support policy servicing, and manage data integrity within our branch network. You will be responsible for end-to-end back-office processing, customer service support, compliance verification, and maintaining seamless coordination between front-office sales teams and central operations. 📊🔄

• Key Responsibilities 📋Policy Processing & Operations: 📑 Manage new business policy issuance, endorsements, renewals, and cancellations while ensuring zero errors in data entry.
• Claims & Servicing Support: 🔍 Scrutinize incoming insurance claims, surrender requests, and policy modification forms to ensure all required documentation is complete before routing to underwriting/claims teams.
• Database & Vendor Management: 💾 Maintain accurate digital records, update CRM systems in real time, and audit physical files for proper storage and retrieval.
• Cross-Departmental Coordination: 🤝 Act as the primary bridge between the sales force, customer service desk, and central operations to resolve operational queries efficiently.
• Compliance & Quality Audit: 🛡️ Strictly adhere to Insurance Regulatory and Development Authority of India (IRDAI) guidelines, AML (Anti-Money Laundering) checks, and internal audit policies.
• Reporting & Escalations: 📈 Generate daily, weekly, and monthly MIS operational reports for senior management; handle complex policy escalations.
• Process Improvement: 💡 Identify workflow bottlenecks and suggest digitization or automation ideas to optimize turnaround times (TAT).
• Key Qualifications & Skills 🎓RequirementDetailsEducation 🎓Bachelor’s degree in Commerce, Business Administration, Finance, or related field.Experience ⌛0–5 years in back-office operations, preferably within Life Insurance, NBFCs, or Banking.Technical Proficiency 💻Strong hands-on experience with MS Office (Advanced Excel, Word), CRM software, and ERP systems.Industry Knowledge 📜Working knowledge of IRDAI regulations, KYC/AML norms, and insurance policy lifecycle operations.Soft Skills 🧠High attention to detail, strong problem-solving ability, time management, and solid verbal/written communication.What We Offer 🎁💰 Competitive compensation package with performance-linked incentives.
• 🏥 Comprehensive health and life insurance coverage.
• 🚀 Clear career progression paths within a top-tier financial service brand.
• 📚 Professional development and continuous learning environment.