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Job Description
Qualification: Graduate
Experience: 1-5 Years
Location: Mumbai
Open Position: 1
(JD)
Designation: Motor underwriting and quote creation
Department: Operations
Reporting To: Head – Operations
Key Responsibilities
Quotation & Pre-Sales
- Prepare accurate quotations for New Business and Renewals based on requests received from Relationship Managers (RMs) and clients.
- Coordinate with insurance companies to obtain competitive quotations.
- Arrange pre-policy inspections as required.
- Generate and share premium payment links through insurance company portals.
- Verify premium receipt before issuing policies.
- Issue policies after successful inspection and completion of underwriting requirements.
- Coordinate with insurers, clients, and Relationship Managers for smooth policy issuance.
- Ensure all policy documents and supporting backpapers are complete.
- Share issued policies and complete documentation with the Inwarding Team for SIBRO entries.
- Maintain proper documentation for all issued policies.
- Resolve operational queries from Relationship Managers and internal teams.
- Follow up with insurance companies for endorsements and policy corrections.
- Maintain accurate daily operational records and MIS in Microsoft Excel.
- Register and close reported claims in the SIBRO system.
- Upload and maintain all relevant claim documents.
- Coordinate with insurers, clients, surveyors, and internal teams for smooth claim processing.
- Ensure timely updating of claim status in SIBRO.
- Graduate in any discipline (Insurance/Commerce preferred).
- 1–5 years of experience in General Insurance Broking or Insurance Company Operations.
- Experience in Motor, Health, SME, Property, or Commercial Lines will be an added advantage.
- Good understanding of insurance quotations, underwriting, policy issuance, endorsements, and claims.
- Hands-on experience with Microsoft Excel.
- Experience with SIBRO or any Insurance Broking Software is preferred.
- Strong communication, coordination, and problem-solving skills.
- Ability to work in a fast-paced, deadline-driven environment.
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- Highest Qualification
- Total Experience (in years)
- Current CTC (Monthly)
- Expected CTC (Monthly)
- Notice Period (Days)
- Reason for Leaving
- Resume (pdf, doc, docx)
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