Job Title: Insurance Back-Office Support
Experience Level: 1+ years.
Location: Vadodara, Gujarat
Shift Time: US Shift (10-hour shift including a 1-hour break)
Job Overview:
We are seeking a detail-oriented and proactive Insurance Back-Office Support / Virtual Assistant to provide comprehensive administrative and operational support to our insurance team. The ideal candidate will have experience with insurance processes, policy servicing, and familiarity with industry-standard management systems. This role requires strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently in a fast-paced environment.
Key Responsibilities:
- Prepare and maintain Quote Summaries and Proposals.
- Conduct policy checking, policy servicing, and ensure accuracy of all documentation.
- Perform document indexing, filing, and record management.
- Handle renewal processing, maintain renewal lists, and send reminders.
- Support claims processing, documentation, and follow-up with relevant stakeholders.
- Issue and manage Certificates of Insurance (COI).
- Assist in billing, accounts receivable, and payment follow-up.
- Manage policy setup, endorsements, and amendments.
- Process loss runs and maintain updated records.
- Set up new business accounts and ensure compliance with company standards.
- Perform accurate data entry into relevant management systems.
Management Systems Knowledge (Preferred):
- Applied EPIC
- EZLynx
- AMS360
- QQ Catalyst
- TAM
- Hawksoft
- Genesis
- Agency Matrix
- AgencyBloc
- Doris
- Sagitta
- Zanatek
Qualifications & Skills:
- Bachelor's degree or equivalent experience in Insurance, Business Administration, or related field (preferred).
- Prior experience in insurance back-office support, policy servicing, or virtual assistance.
- Strong working knowledge of insurance workflows (new business, renewals, claims, COI, billing).
- Proficiency in one or more Insurance Agency Management Systems listed above.
- Excellent communication and organizational skills.
- Ability to manage tasks independently, prioritize workload, and meet deadlines.
- High attention to detail with a focus on accuracy.
- Good to have experience in voice process.
- Billing enquiries & invoicing
- Indexing
- Cancellations
- Policy checking
- Outbound calls
- Accord applications & supplemental applications
- Binding
- Pending subjectivities
- Quoting
- Proposal preparation
- Policy setup
- Renewals
- Account setup
- Claims
- Certificate of Insurance
- Loss runs
Interested candidates can share their CV at [Confidential Information]
