• Home
  • About us
    • About
    • Our History
    • Our Team
    • Team Photos
    • Board of Directors
    • Why Choose Us?
    • Group Achievements
  • Services
    • Investment Banking
      • Merchant Banking
      • Debt Syndication
      • Private Equity
      • Merger & Acquisition
      • Corporate Advisory
      • Restructuring
    • Insurance Broking
      • Why Insurance Brokers
      • Insurance Services
      • General Insurance
      • Life Insurance
      • Claims Settlement
      • FAQs
    • Wealth Management
      • Mutual Funds
      • Insurance
      • Fixed Income Products
      • Financial Planning
      • Structured Products
      • Other Offerings
    • Project Consultancy
      • Project Management
      • PPP / Bid Advisory
      • TEV / Feasibility Studies
      • Opportunity Mapping
      • Joint Venture
      • Due Diligence
  • Downloads
    • Merchant Banking Filings
    • Investor Charters
    • Investor Grievance
    • Media and Announcement
    • Presentation
  • Careers
  • Newsletters
  • Contact Us
Site Logo
HomeVacanciesCommercial Underwriter – Insurance

Commercial Underwriter – Insurance

Candidate should have insurance background, and should have worked with a Broker or Insurer in the past.

Department: CapitalSquare Insurance Brokers
Project Location(s): Mumbai

Responsibilities

  • Preparation of Quote Formats for GI Products Marine, Fire & Burglary, Workmen Compensation, Public Liability, D & O, GMC, GPA, Motor, Cyber risk, Credit Insurance, Engineering.
  • To understand the occupancy / risk being dealt/proposed to be insured by the Client in entirety (mainly Fire, Engineering, Marine, Liability, Group Insurance) which would include understanding nature of business of the client, existing insurance coverage, claim experience and any other aspect which can help in securing good feature discount.
  • Examining existing insurance covers and evaluating the risks not covered or required to be omitted for prudential reasons or any other deficiency like inadequacy of sum assured.
  • Seeking required information from clients for submission to various insurers.
  • Designing RFQ based on the requirement / risk assessment and floating the same to Insurers. Preparation of our own quotations along with the terms or clauses or excess or deductible and insisting for acceptance by selected insurers or seeking quotations from insurers (this would be key task).
  • Arranging & Negotiating Best Quotes from the insurers by finding reasons for better rating for the client.
  • Preparing Quote Comparison Report and sharing with Sales Team / Client
  • Finalizing the Quotation after discussion with Client/ servicing / sales team and coordinating with insurers
  • Handling the grievance from all the internal & external customers & give them a satisfactory solution in liaison with other department as well as Head office
  • Maintaining good working relationship with insurers
  • Checking the actual bond received with the terms of placing the business and getting endorsements done if required.
  • Remaining self-updated about non-conventional products like Liability, Credit Insurance etc. and helping by providing PPT or write up to marketing team
  • Maintaining systematic record of relationship matrix of insurers ,keeping track of the quotations and analysing reasons of failure for cases where the business was not placed through us
  • Developing and /or securing various underwriting calculators which help underwriting department or marketing employees to calculate the premium with ease.

Skills/Experience

  • 5+ yrs Exp. In General Insurance with Strong communication & interpersonal skills
  • Professional with in-depth knowledge of insurance Products & Claims Process
  • Ability to build relationship with all stake holders
  • Problem-solving & negotiation Skills.
  • Good working knowledge of Microsoft Office specifically MS Excel & MS Word
  • Candidates with existing business relationships will have an added advantage.
  • NIA qualification will be added advantage
apply now
  • About Us
  • Our History
  • Our Team
  • Team Photos
  • Board of Directors
  • Why Choose Us?
  • Group Achievements

how can we help you?

Contact us at the office nearest to you or submit a business inquiry online.

contact

ABOUT

CapitalSquare is a boutique financial services group headquartered in India providing services to its clientele spread across various industries and geographies.

CONTACT

205-209, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri (E), Mumbai – 400093

Tel : +91 22 6684 9999
Email: info@capitalsquare.in

GROUP COMPANIES

CapitalSquare Advisors Pvt. Ltd.

CapitalSquare Insurance Brokers Pvt. Ltd.

CapitalSquare Financial Services Pvt. Ltd.

CapitalSquare Investment Manager Pvt. Ltd.

CapitalSquare Projects Consultants Ltd.

INFORMATION

Privacy Policy

Terms of Use

Disclaimer

CapitalSquare Advisors Private Limited is a SEBI registered Category – I Merchant Banker, SEBI Registration No. INM000012219. Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093.

CapitalSquare Financial Services Private Limited is a SEBI registered stock broker and depository participant. SEBI Registration No. INZ000281836 (BSE). Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093. Compliance Officer: Sunil Kumar Manocha – compliance[at]capitalsquare[dot]in. 

List of Key Managerial Personnel | Research Analyst Grievance Addressal Matrix | Raise a New Ticket | Check Ticket Status | How to use Ticket System

Please carefully read the risk disclosure document as prescribed by SEBI and Do’s & Don’ts by BSE. For any complaints regarding securities broking or any other services rendered by CapitalSquare Financial Services Pvt. Ltd., If you want to register your complaints through SEBI Score Portal please CLICK HERE. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication & Speedy redressal of the grievances.

CapitalSquare Sampatti Samvardhan is a close ended Scheme of CapitalSquare Alternative Investment Trust, a trust organised in India and registered with SEBI as a Category III – Alternative Investment Fund with effect from 22/01/2025 vide SEBI Registration Number: IN/AIF3/24-25/1702. Registered Address: 208, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093.

CapitalSquare Insurance Brokers Private Limited is IRDAI registered Direct Insurance Broker, IRDAI Registration No. 429 (Valid from 16 Feb 2024 to 15 Feb 2027). Registered Address: 209, 2nd Floor, AARPEE Centre, MIDC Road No.11, CTS 70, Andheri East, Mumbai 400093. Insure4sure is trademark of CapitalSquare Insurance Brokers Pvt. Ltd. for sell of Insurance products through online channel.

Copyright © 2023 CapitalSquare Group. All rights reserved.

Loading...

Dear Investor,

As you are aware, under the rapidly evolving dynamics of financial markets, it is crucial for investors to remain updated and well-informed about various aspects of investing in securities market. In this connection, please find a link to the BSE Investor Protection Fund website where you will find some useful educative material in the form of text and videos, so as to become an informed investor.

https://www.bseipf.com/investors_education.html

We believe that an educated investor is a protected investor !!!

Insert/edit link

Enter the destination URL

Or link to existing content

    No search term specified. Showing recent items. Search or use up and down arrow keys to select an item.