Suggesting the client proper covers/policies to cover the Risk Gaps, preparation of Quote/Broking slip. Access risk factor to determine coverage, eligibility, premium pricing & Policy terms
Use underwriting guideline, rating manuals & industry standard to make informed decisions.
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 all line of business i.e., Property, Marine, Engineering., Employee Benefit Etc.
Handle PRE (working on RAW DATA) & POST - Placement Servicing for allotted client
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.
Prepare reports of all Placements & RFQ
Requirements and skills
Robust analytical and critical thinking skills
Communication and interpersonal abilities
Attention to detail and a high level of accuracy
Knowledge of insurance principles, underwriting guidelines, and risk assessment
Experience with an insurance broking company is added advantage
Bachelor's degree in Finance, Business, or related field
3 + years of work experience with insurance underwriting
📌 SME Underwriting (Delhi)
🏢 RECEX
📍 Delhi
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