Motor underwriting and quote creation

Kunvarji Group; Mumbai; On-site; INR 400,000 - 650,000; Full time

Job summary

Kunvarji Group in Mumbai is seeking a Motor Underwriting and Quote Specialist to manage quotations for new business and renewals, coordinate with insurers, and oversee policy issuance. The role includes documentation, MIS maintenance, and claims coordination using SIBRO.

The candidate will handle pre-policy inspections, endorse and correct policies, and ensure smooth claim processing with clients and Relationship Managers, leveraging Excel for daily records.

Qualifications

• 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 is an added advantage.
• Good understanding of insurance quotations, underwriting, policy issuance, endorsements, and claims.
• Hands-on experience with Microsoft Excel.
• Experience with SIBRO or insurance broking software is preferred.
• Strong communication, coordination, and problem-solving skills.
• Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

• Prepare accurate quotations for new business and renewals.
• Coordinate with insurance companies to obtain competitive quotations.
• Arrange pre-policy inspections as required.
• Generate premium payment links and verify receipts.
• Issue policies after underwriting requirements and inspections.
• Maintain policy documents and MIS in Excel.
• Register and close claims in the SIBRO system.
• Coordinate with insurers, clients, and teams for claims processing.
• Ensure timely update of claim status in SIBRO.

Skills

Communication skills

Coordination

Problem-solving

Deadline-driven

Education

Graduate

Tools

SIBRO

Microsoft Excel

Job description

Job Description

Designation: Motor underwriting and quote creation

Department: Operations

Reporting To: Head – Operations

Location: Mumbai

Open Position: 1

Minimum Qualification: Graduate

Experience: 1-5 Years

Key Responsibilities

Quotation & Pre-Sales

• Prepare accurate quotations for new business and renewals based on requests from Relationship Managers 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 is an added advantage.
• Good understanding of insurance quotations, underwriting, policy issuance, endorsements, and claims.
• Hands‑on experience with Microsoft Excel.
• Experience with SIBRO or any insurance broking software is preferred.
• Strong communication, coordination, and problem‑solving skills.
• Ability to work in a fast‑paced, deadline‑driven environment.