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.

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