Technical - General Line

Job Summary

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.