Designation: Motor underwriting and quote creation
Department: Operations
Reporting To: Head – Operations
Key Responsibilities
Quotation & Pre-Sales
Prepare accurate quotations for Current 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.
Policy Issuance
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.
Documentation & Operations
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.
Claims Administration
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.
Desired Candidate Profile
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
📌 Motor underwriting and quote creation (Mumbai)
🏢 Kunvarji Group
📍 Mumbai
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