Back Office Executive

Job Description (JD)

Back Office Associate – Banking & Insurance Operations

Company Name: Writer Information Management Services Pvt. Ltd.

Department: Banking & Insurance Operations (BFSI)

Job Title: Back Office Associate / Back Office Executive

Employment Type: Full-Time

Qualification: Graduate in any discipline

Experience: Fresher / 0–2 Years

Job Summary

We are looking for enthusiastic, detail-oriented, and motivated candidates for the position of Back Office Associate – Banking & Insurance Operations. The selected candidates will be responsible for supporting day-to-day banking and insurance back-office processes, including data entry, document verification, transaction processing, customer record management, and operational support.

Key Roles & Responsibilities

1. Banking Operations

- Handle day-to-day banking back-office activities.

- Process banking-related documents, applications, and customer records.

- Perform data entry, verification, and validation of customer information.

- Support account opening, KYC verification, and documentation processes.

- Maintain accuracy in banking transactions and operational records.

- Ensure timely completion of assigned tasks as per process guidelines.

2. Insurance Operations

- Process insurance applications, policy-related documents, and customer information.

- Support policy issuance, renewals, endorsements, and claims documentation.

- Verify insurance-related data and maintain accurate records.

- Coordinate with internal teams for pending documents and operational queries.

- Ensure compliance with insurance process guidelines and quality standards.

3. Data Management & Documentation

- Maintain accurate records in internal systems and applications.

- Perform data entry, data validation, and document verification.

- Prepare daily productivity reports and MIS updates.

- Identify and resolve data discrepancies.

- Maintain confidentiality and security of customer information.

4. Quality & Compliance

- Follow company SOPs, banking guidelines, and insurance operational procedures.

- Maintain defined accuracy, quality, productivity, and turnaround time (TAT).

- Ensure data privacy and confidentiality.

- Escalate operational discrepancies to the Team Leader or Reporting Manager.

Required Skills

- Good communication skills in English and Hindi.

- Basic computer knowledge and typing proficiency.

- Working knowledge of MS Excel, MS Word, and email.

- Good analytical and problem-solving skills.

- Strong attention to detail and accuracy.

- Ability to work in a target-oriented environment.

- Good teamwork and time-management skills.

Eligibility Criteria

- Education: Graduation mandatory (BA, B.Com, B.Sc, BBA, BCA, or equivalent).

- Experience: Freshers and experienced candidates can apply.

- Computer Skills: Basic MS Office knowledge required.

- Typing Skills: Good typing speed with accuracy preferred.

- Industry Preference: Banking, Insurance, BPO, BPM, or Back Office Operations.

Key Performance Indicators (KPIs)

- Daily productivity and process completion.

- Data accuracy and quality scores.

- Turnaround time (TAT) adherence.

- Compliance with SOPs and operational guidelines.

- Attendance, punctuality, and process discipline.

Career Growth Opportunities

Back Office Associate → Senior Associate → Subject Matter Expert (SME) → Team Leader → Assistant Manager – Operations

How to Apply

Interested candidates can share their updated resumes with the HR Recruitment Team.

HR Department

Writer Information Management Services Pvt. Ltd.