Office Assistant - Marketing Executive

Job Summary

We are looking for a proactive, organized, and customer-focused Office Assistant - Marketing Executive to support our marketing and administrative activities in the insurance sector . The ideal candidate will assist in handling day-to-day office operations, client coordination, lead follow-up, documentation, and basic marketing tasks. This role offers a blend of administrative support and marketing exposure, making it ideal for candidates who are eager to learn and grow within the insurance industry. Freshers or candidates with up to 2 years of experience are welcome to apply, especially those with good communication and multitasking skills.

Key Responsibilities

1. Office Administration Support

• Manage and organize physical and digital client files, policy documents, and application forms.
• Assist in daily administrative duties such as photocopying, scanning, data entry, and maintaining registers.
• Coordinate appointments and schedule meetings between clients and insurance advisors.
• Maintain a clean and professional work environment within the office.

2. Marketing Support

• Assist the marketing team in preparing brochures, flyers, email templates, and presentations.
• Help in organizing promotional campaigns, client seminars, or awareness sessions on insurance products.
• Distribute marketing material through calls, WhatsApp, email, and in-person visits as needed.
• Maintain updated records of client inquiries, prospects, and conversions.

3. Client Communication & Coordination

• Follow up with existing and prospective clients over the phone or by email regarding insurance quotes, policy renewals, and documentation.
• Coordinate between clients and agents to ensure timely completion of proposals and policy issuance.
• Respond to basic client queries related to policy features, benefits, due dates, and claim process (training will be provided).
• Remind clients of premium due dates and help them with renewal procedures.

4. Lead Management

• Record and update client leads received through field agents, websites, referrals, or marketing campaigns.
• Follow up with cold and warm leads via phone and WhatsApp messages.
• Track lead conversion status and share weekly updates with the marketing or sales team.

5. Documentation & Compliance

• Ensure all forms are filled accurately and necessary KYC documents are collected for insurance processing.
• Assist in scanning and submitting documents to the underwriting or policy issuance department.
• Maintain confidential records of clients securely and in compliance with company and regulatory guidelines.

6. Coordination with Sales and Back-Office Teams

• Liaise with field sales executives and relationship managers for updates on policy status.
• Support internal communication between departments such as underwriting, claims, and renewals.
• Provide updates to the reporting manager on administrative tasks, pending documents, and marketing progress.

Required Skills and Competencies

1. Communication Skills

• Clear and polite communication in English and local language (Telugu, Hindi, etc. as applicable).
• Ability