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Capitalsquare Advisors
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Underwriting and MIS Executive

Underwriting and MIS Executive

Capitalsquare Advisors

1 - 5 years

3 - 7 Lacs

mumbai nagpur thane nashik pune aurangabad

Posted:4 weeks ago| Platform:

Apply

Skills Required

claims data management tpa bfsi underwriting reconciliation data quality analytics auditing sql

Work Mode

Work from Office

Job Type

Full Time

Job Description

Underwriiting & MIS Executive Corporate Insurance (GMC / Fire & Property / Marine)

Location: Mumbai- Andheri

Department: Corporate Insurance / Risk & Insurance

Employment Type: Full time

Experience: 1-5 years (Insurance/BFSI preferred)

Role Summary

You will own end to end

insurance business MIS

and be the central coordinator for

quotation, comparison, and placement

of corporate policies across

Group Medical (GMC), Fire & Property (SFSP), and Marine (Inland/Ocean)

lines. The role blends

data management, reporting & analytics

with

market engagement (insurers/brokers)

and

regulatory grade information governance

Key Responsibilities

1) Quotation & Market Coordination (GMC / Fire-Property / Marine)

Prepare and issue RFQs
to relevant insurers for GMC renewals, Fire & Property, and Marine policies; compile
submission bordereaux, exposure schedules, and claims summaries
.

Coordinate quote follow ups
, capture insurer terms (rates, deductibles, warranties, exclusions), and maintain
multi insurer comparison matrices
to support placement decisions.

For
Fire & Property
: collate risk details (occupancy, construction, fire protection, asset values) required for underwriting and rate adequacy.

For
Marine
: gather
voyage/cargo details, routes, packing, loss history
, and other underwriting inputs; record
principles (indemnity, insurable interest, utmost good faith)
used in quote assessments.

2) Business MIS & Analytics

Design, automate, and publish
daily/weekly/monthly MIS for
premium budgets, quote pipelines, loss ratios, endorsements, claims TAT, and renewal milestones
(Power BI/Tableau/Excel).

Maintain
central insurance data marts
(policy registers, exposure databases, claims logs) with
data accuracy, validation checks, and version control
.

Build
dashboards and management packs
that highlight
trends, anomalies, and actionable insights
to support underwriting strategy and negotiations.

3) IRDAI Aligned Information Governance

Implement
board approved data retention, security, disaster recovery, and India local record storage
for insurance MIS in line with IRDAI s 2025 Maintenance of Information regulations.

Ensure
privacy/controls
for policyholder information and
audit readiness
of electronic records for regulatory inspections. []

4) Process Excellence & Compliance

Standardize
renewal calendars
,
readiness checklists
, and
post placement controls
(endorsement logging, certificate issuance, panel vetting, claims reporting formats).

Support
grievance/claims transparency
and need analysis practices aligned to IRDAI s customer protection approach.

Drive
continuous automation
(Excel VBA, templates, Power Query; scheduling data refresh; error handling).

Deliverables / KPIs

On time renewals
across all policy lines (per calendar).
Quote comparison packs
(complete, accurate, compliant) issued within agreed SLAs.
MIS accuracy 99%
(validated datasets; reconciliation with insurer/TPA bordereaux).
Automation coverage
(share of reports auto generated; reduction in manual cycle time).
Data governance compliance
(IRDAI readiness, audit trail completeness, secure India resident storage).

Required Skills & Tools

Excel (Pivot, VLOOKUP/XLOOKUP, Power Query, VBA), SQL
;
Power BI/Tableau
for dashboards.
Strong grasp of
insurance data
: GMC endorsement/claims feeds; Fire & Property risk schedules; Marine voyage/cargo details.
Data quality, validation, reconciliation; documentation & SOP writing.

Qualifications

Bachelor s degree in
Commerce/Statistics/IT
(post grad or insurance certifications are a plus).
2-5 years
MIS/reporting experience, ideally in
Insurance/BFSI
(broker/insurer/corporate TPA).

Nice to Have / Added Advantage

Familiarity with
IRDAI brokers/intermediary s framework
and
master circulars
impacting claims timelines and data transparency.
Exposure to
renewal strategy
balancing risk retention vs transfer; understanding claims ratio impact on pricing.

Why This Role Matters

Corporate insurance programs demand

timely renewals

clean data

, and

disciplined governance

. An effective MIS Executive is pivotal for

credible underwriting submissions, competitive quotations

, and

management insight

while ensuring

regulatory grade information stewardship

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