Office Assistant - Marketing Executive Jobs Opening in A Leading Insurance at Bhawanipur, Kolkata
Job Description
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
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Manage and organize physical and digital client files, policy documents, and application forms.
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Assist in daily administrative duties such as photocopying, scanning, data entry, and maintaining registers.
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Coordinate appointments and schedule meetings between clients and insurance advisors.
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Maintain a clean and professional work environment within the office.
2. Marketing Support
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Assist the marketing team in preparing brochures, flyers, email templates, and presentations.
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Help in organizing promotional campaigns, client seminars, or awareness sessions on insurance products.
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Distribute marketing material through calls, WhatsApp, email, and in-person visits as needed.
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Maintain updated records of client inquiries, prospects, and conversions.
3. Client Communication & Coordination
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Follow up with existing and prospective clients over the phone or by email regarding insurance quotes, policy renewals, and documentation.
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Coordinate between clients and agents to ensure timely completion of proposals and policy issuance.
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Respond to basic client queries related to policy features, benefits, due dates, and claim process (training will be provided).
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Remind clients of premium due dates and help them with renewal procedures.
4. Lead Management
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Record and update client leads received through field agents, websites, referrals, or marketing campaigns.
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Follow up with cold and warm leads via phone and WhatsApp messages.
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Track lead conversion status and share weekly updates with the marketing or sales team.
5. Documentation & Compliance
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Ensure all forms are filled accurately and necessary KYC documents are collected for insurance processing.
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Assist in scanning and submitting documents to the underwriting or policy issuance department.
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Maintain confidential records of clients securely and in compliance with company and regulatory guidelines.
6. Coordination with Sales and Back-Office Teams
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Liaise with field sales executives and relationship managers for updates on policy status.
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Support internal communication between departments such as underwriting, claims, and renewals.
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Provide updates to the reporting manager on administrative tasks, pending documents, and marketing progress.
Required Skills and Competencies
1. Communication Skills
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Clear and polite communication in English and local language (Telugu, Hindi, etc. as applicable).
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Ability to interact professionally with clients both in-person and on calls.
2. Organizational Skills
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Capable of handling multiple tasks such as data entry, document tracking, and follow-ups efficiently.
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Detail-oriented with strong record-keeping ability.
3. Marketing Basics
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Understanding of marketing support activities like creating simple materials, sharing campaign content, and handling customer inquiries.
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Willingness to learn about insurance products and sales support techniques.
4. Software Proficiency
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Basic knowledge of MS Office (Excel, Word, Outlook).
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Experience with email marketing, CRM tools, or data entry systems is an advantage.
More information about this Office Assistant - Marketing Executive Job
Please go through the below FAQs to get all answers related to the given Office Assistant - Marketing Executive job
- What are the job requirements to apply for this Office Assistant - Marketing Executive job position?
- Ans: A candidate must have a minimum of 0 to 2 year experience as an Office Assistant - Marketing Executive
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: BA
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Office Assistant - Marketing Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Office Assistant - Marketing Executive position?
- Ans: There are immediate 1 job openings for Office Assistant - Marketing Executive in our Organisation.
Job Particulars
About Company
Patna, Nagpur, Kolkata 
Freshers 
Salary not disclosed 
12th Pass (HSE)
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Certificate Course (ITI), Diploma, B.Com, BA, M.Com, MA, BBA/BBM, BCA, BE/B.Tech, MBA/PGDM, MCA, ME/M.Tech, 12th Pass (HSE), Other Post Graduate
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BA(Business Management, Business Economics, Communication Studies), BBA/BBM
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Diploma, B.Com, BA, BBA/BBM, BSc
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B.Com, BA, BBA/BBM
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2 to 3+ Years
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Diploma, B.Com, BA
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B.Com, BA, BBA/BBM, BSc 
