Core processing
Conduct pre-checks on risk files (completeness, eligibility, declinature triggers).
Perform due diligence checks (credit; web searches) and flag adverse findings with a summary for underwriter review.
Prepare rating inputs; apply standard rates and calculate premiums for NB/REN/MTA as instructed; raise discrepancies.
Generate, check, and issue documentation (schedules; certificates; endorsements; renewals) to agreed standards.
Maintain accurate records and file housekeeping; ensure version control and audit trail.

Workflow and compliance
Adhere to underwriting policies, procedures, authority matrices, and group broking procedures.
Manage tasks/diary to SLA; prioritise workloads; escalate risks or delays promptly.
Complete quality checks (peer/4‑eyes) and rectify errors; log breaches/complaints/E&O; and respond to QA actions.
Ensure GDPR and data protection compliance; follow retention and documentation standards.

Market and placement support
Prepare quote requests and market presentations; obtain and record quotes; compile comparisons for underwriter/AE.




Log and route referrals to insurers/underwriters; track responses and follow up to deadlines.

Communication and liaison
Liaise with Underwriters, brokers, and internal teams to chase outstanding information and clarify queries.
Provide explicit status updates; maintain accurate call/email notes in the system.

MI and continuous improvement
Update MI trackers (turnaround, accuracy, backlog); highlight trends and exceptions.
Contribute to process improvements and system hygiene initiatives.

Development
Pursue CPD; broaden product knowledge; work towards relevant insurance qualifications as required.

Explicit boundaries (to avoid scope creep)
No independent underwriting decisions, pricing negotiation, or authority-bearing actions.
No product ownership, portfolio management, or trading accountability.

Optional role metrics (for the scorecard)
Turnaround time; first-time-right accuracy; rework rate; documentation errors; SLA adherence; backlog/throughput; system hygiene (duplicate/defect rate).

📌 Underwriting Support Vadodara
🏢 PIB Group
📍 Vadodara