Management Information System Executive

AboutPolicybazaar.com

We believe in insurance for all, and we drive it through unbiased information and time-efficient processes for all Indian customers. As India's largest insurance brokers, we consider it our responsibility to be every Indian customer's one-stop portal for protection against death, disease and disability -- as well as for mindful investment planning. We understand customers anxiety about claim settlement, so we offer 24x7 online support, on-ground support, as well and even host special claim samadhan events where stuck claims can be reopened and resolved instantly. Our mission, in keeping with IRDAI's inspiring vision, is Har Family Hogi Insured by 2047.

Role Overview

We are looking for a detail-oriented MIS Executive to manage data reporting, reconciliation, and operational support processes end-to-end. The role involves handling large datasets, ensuring data accuracy, and supporting business teams with reliable reports and insights.

This is a process-driven role where you will be responsible for maintaining reporting consistency, supporting daily operational workflows, and enabling data-backed decision-making. You will play a key role in ensuring timely delivery of reports, accurate invoicing and reconciliation, and streamlined data processes.

The ideal candidate combines strong analytical thinking with advanced Excel expertise and the ability to manage multiple deliverables efficiently while continuously improving reporting and automation processes.

Key Responsibilities

1. Data Management & Reporting

• Collect, collate, clean, and format data from multiple sources using Excel
• Prepare and share daily, monthly, quarterly, and annual reports
• Ensure accuracy, consistency, and timely delivery of all reports
• Create dashboards, charts, and summaries for business insights

2. Invoicing & Reconciliation

• Manage monthly invoicing processes and ensure accurate billing
• Perform periodic reconciliation (monthly, quarterly, annual)
• Identify discrepancies and resolve data mismatches efficiently
• Maintain proper documentation and audit trails

3. Operational Support

• Support day-to-day business operations through data tracking and reporting
• Handle ad-hoc data requests and analysis from stakeholders
• Assist in validating and analyzing data for business decisions

4. Process Improvement & Automation

• Identify gaps in manual processes and recommend improvements
• Support automation initiatives using Excel (Macros, Forms, etc.)
• Improve data handling and reporting efficiency

Must-Have Requirements:

• 13 years of experience in MIS, data reporting, or related roles
• Strong proficiency in Advanced Excel (Pivot Tables, Charts, Macros, Forms, Data Validation, Scenarios)
• Experience in data collation, cleaning, and formatting
• Hands-on experience in invoicing and reconciliation processes
• Strong data analysis and validation skills
• High attention to detail and accuracy
• Ability to manage multiple deadlines and deliverables

Good to Have / Preferred

• Finance Background
• Working knowledge of SQL
• Experience in automation and reporting optimization
• Strong problem-solving and analytical mindset
• Good coordination and communication skills