Motor Underwriting

Quotation Preparation & Processing: Prepare motor insurance quotations for new and renewal leads based on client requirements. Ensure accurate and timely completion of quotation requests by gathering all necessary information. Maintain a structured database of quotations for tracking and reporting purposes. Coordination with Insurance Companies & Underwriters: Send quotation inquiries to various insurance companies for pricing and coverage options. Communicate with underwriters to negotiate the best possible terms, discounts, and premium rates. Follow up with insurance companies to ensure timely responses to inquiries. Stay updated on market trends, underwriting guidelines, and premium adjustments to secure competitive pricing. System & Portal Management: Upload and update client information, vehicle details, and policy data onto insurance company portals. Ensure that all uploaded information meets accuracy and compliance standards set by insurance providers. Regularly monitor and verify insurance portal updates to avoid discrepancies in quotations. Quotation Comparisons & Submission: Prepare detailed quotation comparisons highlighting price differences, policy benefits, and coverage options. Forward comprehensive quotation comparison reports to the CRM Coordinator for client communication. Assist in customizing proposals based on client preferences and risk assessments. Compliance & Documentation: Ensure all quotation-related documentation is complete and properly filed. Maintain accurate and updated records of insurer agreements, underwriting conditions, and premium rates. Collaboration & Reporting: Support the CRM Team by providing updated quotations, addressing inquiries, and resolving client concerns.