Edme Insurance Brokers | Trade Credit Insurance | mumbai

2 weeks ago


Mumbai, India Edme Insurance Brokers Full time
Dear Candidates ,

Looking for candidates into Trade Credit Placement & Liability Insurance.Key Result AreasSupporting Actions

Quotes and Placement Management for New Business & RenewalsKeep abreast with the changes in regulatory guidelines, and their impact on the various Lines of businessGet all the required data from the sales team for understanding the client context and analyzing their requirement (eg. historical policy documents, claims MIS, premium amount, etc.)Accompany the sales team to present the analysis findings to the client, as requiredCarry out in-depth gap analysis for all proposals, and share a detailed report on the same with the sales teamStudy the proposal documents, and share insights and value-additions with sales teams to help them pitch for the businessLiaise with the risk management team to get the risk assessment report, if anyCollaborate with the sales team to identify insurance companies to float the request for quotations (RFQ) on the basis of the Line of BusinessFloat request for quotations (RFQs) to these insurance companiesLiaise with the sales team to get any additional information to build the insurers’ confidence in or as requested by the insurers’ underwritersLiaise with insurers for providing clarifications/query resolutionLeverage relationship with insurance companies to get competitive quotes in a timely mannerPrepare Quotes Comparison Reports (QCR) along with useful insight for the client, and share with the sales teamShare changes in the terms or negotiate with the insurer based on the client feedback received from the sales teamPrepare the placement slip with the final terms, premium amount and sum insured with the insurer based upon the sales teams’ confirmationShare the risk held cover letter issued by the insurer in the interim with the sales teamScrutinize the policy document shared by the insurer, and share observations with them in case there are deviationsShare the final policy document with the sales teamDocument client feedback received from the sales team in cases where business was not wonFollow the set TATs for all documentationKey Stakeholder Relationship ManagementBuild and maintain relationships with key stakeholders at the insurance companies to ensure competitive quotes are received in a timely mannerVisit insurance companies regularly to ensure continuous engagement with different stakeholdersAudit, MIS & ReportingEnter RFQs and proposal details (eg. client name, policy details, dates of activities involved etc.) into the Quote Register database dailyGenerate reports for analysis (eg. TAT adherence reports, Hit Ratio Analysis etc)Maintain Business Report.Share status updates with the Head – PlacementShare information and documentation with auditors, as required, and resolve queries

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    Dear Candidates , Looking for candidates into Trade Credit Placement & Liability Insurance. Key Result Areas Supporting Actions Quotes and Placement Management for New Business & Renewals Keep abreast with the changes in regulatory guidelines, and their impact on the various Lines of business Get all the required data from the sales team for...


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    Dear Candidates , Looking for candidates into Trade Credit Placement & Liability Insurance. Key Result Areas Supporting Actions Quotes and Placement Management for New Business & Renewals Keep abreast with the changes in regulatory guidelines, and their impact on the various Lines of business Get all the required data from the sales team for...


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    Dear Candidates ,Looking for candidates into Trade Credit Placement & Liability Insurance.Key Result Areas Supporting Actions Quotes and Placement Management for New Business & RenewalsKeep abreast with the changes in regulatory guidelines, and their impact on the various Lines of businessGet all the required data from the sales team for understanding the...


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