- Suggesting the client proper covers/policies to cover the Risk Gaps, preparation of Quote/Broking.
- Negotiate with various Insurer on discounts as well as competitive terms as per insured trade
- Making Placement Slips and float in Market for arranging competitive quotes from various insurer for for employee advantages products
- Handle PRE (working on RAW DATA) & POST (Addition / Deletion or Increase / Decrease Endorsement) - Placement Servicing for allotted client
- Coordination with Insurer for deputing surveyor on the basis of nature and quantum of reported loss
- Quality check after policy placement (After placement of policy with insurer for cross check all the terms and conditions as per the approved RFQ)
- Analysis of Risk Gaps if any under current insurance program & preparation of Portfolio Review report.
- Evaluation of risk gaps in policies pertaining risk exposures to the Clients
📌 EB Placements and servicing - Noida (India)
🏢 CSAPL
📍 India
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