Insurance Relations, Quotation & Claims Specialist

Role Summary:

The Insurance Relations, Quotation & Claims Specialist will be responsible for managing coordination with insurance companies, obtaining competitive quotations, maintaining insurer relationships, and overseeing claims coordination for clients. This role ensures clients receive the best coverage options and smooth claims support, while working closely with the business development and client servicing teams.

Key Responsibilities:

• Coordinate with insurance companies to obtain competitive quotations based on client requirements.
• Evaluate quotations and ensure they meet client expectations on coverage and pricing.
• Maintain strong professional relationships with insurers and underwriters.
• Negotiate with insurers to achieve the best possible terms for clients.
• Support the business development team in converting B2B leads into finalized policies.
• Coordinate end-to-end claims process between clients and insurance companies.
• Assist clients in claim documentation, submission, and follow-ups with insurers.
• Resolve claim-related queries and escalate issues where necessary to ensure timely settlement.
• Stay updated on market trends, insurance products, and insurer offerings.
• Maintain organized records of quotations, claims, negotiations, and finalized deals.

Skills & Qualifications:

• Bachelors degree in Insurance, Business Administration, Finance, or related field.
• 25 years of experience in insurance broking, underwriting, claims management, or corporate insurance sales (preferred).
• Strong negotiation and relationship management skills.
• Understanding of insurance products across General, Life, Health, and Specialty insurance lines.
• Experience in insurance claims handling and client servicing.
• Excellent communication, coordination, and problem-solving abilities.
• Proficiency in MS Office (Word, Excel, PowerPoint) and CRM tools.
• Detail-oriented, with strong organizational and time management skills.

Reporting & Growth Path

This role will report to the Business Development/Operations Head. The candidate will have the opportunity to grow into a Senior Insurance Relations & Claims Manager or Underwriting/Claims Liaison role based on performance.