Job Title:
MIS & Strategy Executive – Insurance Broking
Department: Strategy & Operations / MIS
Location: Andheri (West), Mumbai
Reports to:
Head – Strategy & Operations / Director / COO
Role Overview:
The MIS & Strategy Executive will be responsible for designing, maintaining, and analyzing management information systems to drive strategic decision-making. This role will involve collecting and interpreting data from multiple verticals (Corporate, Retail, Claims, Renewals), preparing dashboards, identifying trends, and supporting the leadership team in business planning and execution.
The candidate should be detail-oriented, analytical, and possess a strong understanding of insurance broking processes to translate data into actionable business insights.
Key Responsibilities:
MIS Management & Reporting
- Design, develop, and maintain MIS dashboards for business performance tracking (Revenue, Policies, Renewals, Claims, TAT, etc.).
- Collate and validate data from Sales, Operations, Claims, and Servicing teams for accuracy.
- Generate periodic (daily, weekly, monthly, quarterly, annual) reports for management review.
- Create and track KPIs across different verticals to measure team productivity and business growth.
- Maintain records for regulatory and audit compliance purposes.
Data Analysis & Insights
- Identify business trends, risks, and opportunities through data interpretation.
- Prepare gap analysis reports to highlight shortfalls and improvement areas.
- Conduct competitor and market analysis for strategic benchmarking.
- Monitor client acquisition cost, retention ratio, and profitability metrics.
Strategic Support
- Assist leadership in annual business planning and goal setting.
- Support strategic initiatives such as new product launches, cross-sell/upsell programs, and portfolio diversification.
- Coordinate with cross-functional teams to ensure alignment of execution with strategic goals.
- Prepare management presentations, board meeting decks, and investor reports.
Process Improvement
- Recommend process automation tools for MIS generation and reporting efficiency.
- Standardize report formats and ensure timely dissemination.
- Work with IT team to enhance CRM / ERP / Insurance Broking platforms for better data capture.
Key Skills & Competencies:
- Strong analytical and problem-solving skills.
- Proficiency in MS Excel (Advanced), PowerPoint, and data visualization tools (Power BI/Tableau preferred).
- Understanding of insurance broking operations – products (GMC, Fire, Motor, Property, Marine, etc.), claims process, and renewals.
- Ability to work with large datasets and ensure data accuracy.
- Good communication skills for reporting insights to management.
- Strategic thinking and attention to detail.
- Ability to handle multiple priorities and meet deadlines.
Qualifications & Experience:
- Graduate / Postgraduate in Commerce, Business Administration, Statistics, or related fields.
- 2–5 years of experience in MIS, Strategy, or Business Analytics (insurance broking/insurance industry experience preferred).
- Knowledge of IRDAI compliance requirements is an advantage.
KPIs for the Role:
- Timeliness and accuracy of MIS reports.
- Quality and relevance of strategic insights.
- Improvement in decision-making speed for leadership.
- Reduction in data errors and reporting delays.
- Contribution to strategic projects’ success.
Job Type: Full-time
Pay: ₹11,895.94 - ₹31,042.97 per month
Benefits:
- Cell phone reimbursement
Work Location: In person
Expected Start Date: 19/08/2025
