Quoting support using Quote Management System ( QMS )
• Quoting using Point of Sales ( POS ) and policy issuance for EC
proposals
• Follow up with Sales/ for discrepancy resolution for quoting
information.
• Closing quote status in QMS (Bound cases)
• Underwriting for Global relations within predefined limits Post-Binding
• Branch Submission ( Premium Deposition : Cheque Inward )
• Held Cover Letter Issuance and sharing the same with / Sales
• Hand- over processing through QMS
• Post policy / endorsement issuance Quality check for agreed clients
• Sharing of policy soft copy with Sales
• Follow up with Sales/for discrepancy resolution (Booking)
• QC for Policy drafts where quotes are released by the Service
underwriter
• Follow up with Sales for discrepancy resolution (Issuance)
📌 Deputy Manager (Bengaluru)
🏢 HDFC ERGO General Insurance
📍 Bengaluru
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