: Quote Support Group Business

Role Summary The Quote Support role will be responsible for end-to-end operational support for Group Health Insurance quotes, including quote preparation coordination, tracker maintenance, broker communication, invoice support, and timely closure of quote-related documentation. The role requires strong attention to detail, disciplined follow-up, and the ability to work closely with sales, underwriting, finance, operations, and broker partners to ensure accurate and timely quote servicing.

Key Responsibilities

Quote Management Support

- Receive and validate quote requests from sales teams, brokers, and internal stakeholders.
- Ensure all required details are captured, including lives count, sum insured, benefit structure, claims experience, demographics, expiring policy details, and broker inputs.
- Coordinate with underwriting and pricing teams for preparation of quotes, revisions, counter-quotes, and final quote approvals.
- Maintain accuracy of quote inputs and ensure correct version control for every quote shared.
- Support timely turnaround of RFQs, renewal quotes, new business quotes, and top-up or optional benefit quotes.

Tracker and MIS Management
- Maintain daily quote trackers with status updates for received, pending, quoted, revised, lost, won, and converted cases.
- Track quote turnaround time, pending requirements, escalation points, and reasons for delay.
- Prepare regular MIS reports for leadership, sales teams, and business review meetings.
- Ensure data accuracy in quote trackers, broker-wise trackers, invoice trackers, and conversion reports.




- Highlight ageing quote requests and support follow-up for closure.

Broker Coordination and Invoicing Support
- Coordinate with brokers for quote requirements, missing data, revised benefit requests, and invoice-related documentation.
- Maintain broker-wise invoice trackers and ensure timely follow-up for pending invoices.
- Support reconciliation of broker invoices with quote conversion status, policy issuance status, and agreed commercial terms.
- Coordinate with finance and sales teams for invoice validation, approval, and payment status updates.
- Maintain proper records of broker communication, invoice submissions, and escalations.

Internal Coordination
- Work closely with group sales, underwriting, actuarial/pricing, policy issuance, operations, and finance teams.
- Ensure all quote-related documents are stored systematically and are easily retrievable for audit or business reference.
- Follow up on pending approvals, deviations, additional data requirements, and policy conversion details.
- Support business teams during renewals, large RFQs, strategic accounts, and broker review discussions.

Required Skills and Competencies
- Good understanding of group health insurance quote process, policy benefits, premium calculation basics,



and broker servicing requirements.
- Strong proficiency in Microsoft Excel for trackers, MIS, reconciliation, and data validation.
- Ability to manage multiple quote requests with strict timelines and accuracy.
- Strong coordination, follow-up, and stakeholder management skills.
- Attention to detail in quote versions, benefit grids, invoice records, and approval trails.
- Positive written and verbal communication skills for broker and internal team coordination.
- Ability to work in a fast-paced sales support environment with high ownership and accountability.

Qualification and Experience
- Graduate in any discipline; insurance, commerce, finance, or business administration background preferred.
- 25 years of experience in group health insurance, corporate sales support, underwriting support, broker coordination, quote desk, or operations support preferred.
- Experience in a standalone health insurance company, general insurance company, TPA, or insurance broker setup will be an advantage.
- Knowledge of group health products, RFQ process, renewals, endorsements, invoices, and policy issuance workflow preferred.

Key Performance Indicators
- Quote turnaround time and adherence to agreed service timelines.
- Accuracy of quote tracker, broker tracker, and invoice tracker.
- Reduction in pending quote requirements and ageing cases.
- Timely escalation of delayed approvals and missing data.
- Quality of coordination with brokers, sales, underwriting, finance, and operations.
- Accuracy and completeness of invoice validation support.

📌 Quote Support Group Business (Bengaluru)
🏢 Prudential
📍 Bengaluru