Quote Support Group Business

Job Description: Quote Support Group Business Role Summary The Quote Support role will be responsible for end-to-end operational support for Group Health Insurance quotes, including quote preparation coordination, tracker maintenance, broker communication, invoice support, and timely closure of quote-related documentation. The role requires strong attention to detail, disciplined follow-up, and the ability to work closely with sales, underwriting, finance, operations, and broker partners to ensure accurate and timely quote servicing. Key Responsibilities Quote Management Support Receive and validate quote requests from sales teams, brokers, and internal stakeholders. Ensure all required details are captured, including lives count, sum insured, benefit structure, claims experience, demographics, expiring policy details, and broker inputs. Coordinate with underwriting and pricing teams for preparation of quotes, revisions, counter-quotes, and final quote approvals. Maintain accuracy of quote inputs and ensure correct version control for every quote shared. Support timely turnaround of RFQs, renewal quotes, new business quotes, and top-up or optional benefit quotes. Tracker and MIS Management Maintain daily quote trackers with status updates for received, pending, quoted, revised, lost, won, and converted cases. Track quote turnaround time, pending requirements, escalation points, and reasons for delay. Prepare regular MIS reports for leadership, sales teams, and business review meetings. Ensure data accuracy in quote trackers, broker-wise trackers, invoice trackers, and conversion reports. Highlight ageing quote requests and support follow-up for closure. Broker Coordination and Invoicing Support Coordinate with brokers for quote requirements, missing data, revised benefit requests, and invoice-related documentation. Maintain broker-wise invoice trackers and ensure timely follow-up for pending invoices. Support reconciliation of broker invoices with quote conversion status, policy issuance status, and agreed commercial terms. Coordinate with finance and sales teams for invoice validation, approval, and payment status updates. Maintain proper records of broker communication, invoice submissions, and escalations. Internal Coordination Work closely with group sales, underwriting, actuarial/pricing, policy issuance, operations, and finance teams. Ensure all quote-related documents are stored systematically and are easily retrievable for audit or business reference. Follow up on pending approvals, deviations, additional data requirements, and policy conversion details. Support business teams during renewals, large RFQs, strategic accounts, and broker review discussions. Required Skills and Competencies Good understanding of group health insurance quote process, policy benefits, premium calculation basics, and broker servicing requirements. Strong proficiency in Microsoft Excel for trackers, MIS, reconciliation, and data validation. Ability to manage multiple quote requests with strict timelines and accuracy. Strong coordination, follow-up, and stakeholder management skills. Attention to detail in quote versions, benefit grids, invoice records, and approval trails. Good written and verbal communication skills for broker and internal team coordination. Ability to work in a fast-paced sales support environment with high ownership and accountability. Qualification and Experience Graduate in any discipline; insurance, commerce, finance, or business administration background preferred. 25 years of experience in group health insurance, corporate sales support, underwriting support, broker coordination, quote desk, or operations support preferred. Experience in a standalone health insurance company, general insurance company, TPA, or insurance broker setup will be an advantage. Knowledge of group health products, RFQ process, renewals, endorsements, invoices, and policy issuance workflow preferred. Key Performance Indicators Quote turnaround time and adherence to agreed service timelines. Accuracy of quote tracker, broker tracker, and invoice tracker. Reduction in pending quote requirements and ageing cases. Timely escalation of delayed approvals and missing data. Quality of coordination with brokers, sales, underwriting, finance, and operations. Accuracy and completeness of invoice validation support. .