SSM - P&C Quoting

Zohorecruit; Bengaluru Urban; On-site; INR 350,000 - 520,000; Full time

Job summary

Zohorecruit Bangalore North is seeking an Insurance Quoting Specialist to process submissions, generate quotes, and support sales with accurate pricing on online platforms. You will work with Client Service Managers, follow underwriting guidelines, and ensure regulatory compliance throughout the quoting process.

Proficiency in carrier portals, CRM tools, and Excel is essential. You will identify and rectify errors, document interactions, and contribute to process improvements for timely quotes

Qualifications

• Experience in insurance quoting and submissions.

Responsibilities

• Process insurance submissions and generate quotes using online platforms in a timely and accurate manner.
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• CoT_job_summary_short":"COMPANY NAME: Zohorecruit\nKEY POINTS: Insurance quoting, online submissions, CRM, carrier portals" ,
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Skills

Insurance quoting

Online quoting

Quoting workflows

Client data analysis

Carrier portals

Error rectification

CRM software

Excel

Tools

CRM software

Excel

Job description

Bangalore North, India

Must Have Skills

• 1.Experience in insurance quoting, submissions processing, insurance sales, or customer service - with hands-on experience in preparing and managing insurance quotations.
• 2.Proven experience in generating and managing insurance quotes using online quoting platforms.
• 3.Strong understanding of insurance quoting workflows, rating tools, and underwriting guidelines.
• 4.Ability to analyze client information and select appropriate coverage options to generate accurate quotes.
• 5.Familiarity with multiple carrier portals and quoting systems (especially for the US market).
• 6.Capability to identify and rectify errors in quote submissions to ensure speed and accuracy.
• 7.Proficiency in CRM software and Microsoft Office (especially Excel for data entry and tracking).
• 8.Comfortable navigating various insurance carrier quoting platforms and databases.

Understanding of industry regulations and documentation requirements.

Good Have Skills

• Knowledge of insurance products and industry regulations

Roles and Responsibilities

• 1.Process insurance submissions and generate quotes using online platforms in a timely and accurate manner.
• 2.Collaborate with Client Service Managers (CSMs) to understand client requirements and tailor quotes accordingly.
• 3.Ensure compliance with insurance industry regulations and company policies.
• 4.Maintain updated knowledge of insurance products and underwriting guidelines.
• 5.Utilize CRM software to document and track client interactions and quoting activities.
• 6.Provide support to the sales and customer service teams by delivering high-quality quoting assistance.
• 7.Follow up on pending quotes and assist in resolving client queries or issues.
• 8.Maintain organized records of all quoting activities and submissions.
• 9.Continuously improve quoting processes and suggest efficiency enhancements where applicable.