Kunvarji Insurance Advisory

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.
• 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.