Feb 2025 – Present · 1 yr 1 mo · Chennai, Tamil Nadu, India · On-site

• Key Responsibilities:
• Recommend appropriate insurance policies to clients based on risk gap analysis.
• Prepare Broking Slips, Quotes, and Placement Slips to float in the market.
• Assess risk factors to determine coverage, eligibility, premium pricing, and policy terms.
• Use underwriting guidelines, rating manuals, and industry standards to make sound decisions.
• Negotiate with insurers to secure competitive premiums and terms.
• Manage pre- and post-placement servicing, including analysis of raw data and client coordination.
• Conduct thorough quality checks of policy documents to ensure accuracy and adherence to approved RFQs.
• Analyze existing insurance programs for risk gaps and prepare detailed Portfolio Review Reports.
• Maintain records and generate reports on all placements and RFQs.