Officer - Insurance Survey

Role & responsibilities

• To conduct motor pre-inspections for new business, renewals, policy issuance, endorsements, and break-in cases in accordance with company underwriting guidelines.
• To coordinate with customers, sales teams, branch offices, and external survey agencies to ensure timely scheduling and completion of inspections.
• To manage end-to-end inspection processes, including case allocation, status tracking, follow-ups, report verification, and closure within defined TAT.
• To review inspection reports and identify discrepancies, inaccuracies, or missing information to ensure data quality and compliance standards.
• To assist the renewal team in handling break-in renewal (RN) cases by facilitating inspections and ensuring smooth policy conversion.
• To maintain accurate digital and physical records of inspection cases, documents, reports, and customer communications while ensuring confidentiality and data security.
• To collaborate with branch management, underwriting teams, and senior leadership to resolve operational issues, process gaps, and data-related discrepancies.
• To monitor pending cases and proactively follow up with stakeholders to improve operational efficiency and customer satisfaction.
• To prepare and share MIS reports, inspection status updates, and performance-related data with management for decision-making and process improvement.