About the role
Quoting support using Quote Management System ( QMS ) • Quoting using Point of Sales ( POS ) and policy issuance for EC proposals • Follow up with Sales/ for discrepancy resolution for quoting information. • Closing quote status in QMS (Bound cases) • Underwriting for Global relations within predefined limits Post-Binding • Branch Submission ( Premium Deposition : Cheque Inward ) • Held Cover Letter Issuance and sharing the same with / Sales • Hand- over processing through QMS • Post policy / endorsement issuance Quality check for agreed clients • Sharing of policy soft copy with Sales • Follow up with Sales/for discrepancy resolution (Booking) • QC for Policy drafts where quotes are released by the Service underwriter • Follow up with Sales for discrepancy resolution (Issuance)