Job Description
Job Description (JD)
Designation: Motor underwriting and quote creation
Department:
Operations
Reporting To:
Head – Operations
Key Responsibilities
Quotation & Pre-Sales
- Prepare accurate quotations for New 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.
- Valuable understanding of insurance quotations, underwriting, policy issuance, endorsements, and claims.
- Hands-on experienc
📌 Motor underwriting and quote creation (Mumbai)
🏢 Kunvarji Group
📍 Mumbai
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