Technical - General Line

Job Summary:

Support the insurance brokerage operations by preparing quotations, reviewing policy documents, coordinating with insurers, and assisting the sales team in delivering suitable insurance solutions to clients while ensuring accuracy and compliance with company standards.

Key Responsibilities:

• Prepare insurance quotations and comparison sheets for clients.
• Analyze and summarize policy terms, conditions, extensions, exclusions, and warranties.
• Coordinate with insurance companies to obtain competitive quotations and policy information.
• Discuss proposed coverage details and policy conditions with the sales team and clients when required.
• Review issued policy documents to ensure accuracy and compliance with approved quotations.
• Verify client data and supporting documents received from the sales team.
• Organize, maintain, and archive all insurance-related documents and correspondence.
• Follow up on policy issuance, endorsements, renewals, and pending requirements.
• Maintain accurate records within the company systems and filing structure.
• Support the sales team with technical insurance information and documentation.

Qualifications:

• Bachelor’s degree in insurance, Business Administration, or a related field.
• 3 to 5 years of relevant experience in the insurance industry, preferably within an insurance brokerage company.
• Good understanding of insurance products, policy structures, and underwriting processes.
• Strong communication and interpersonal skills.
• High attention to detail and organizational skills.
• Proficiency in Microsoft Office applications.