SPE

Key Responsibilities

Handle PL, CL, or EB transactions across the lifecycle:

 Prepare submissions, generate quotes, coordinate with carriers, verify documents, and update CRM/FSC.

 Manage servicing tasks such as endorsements, certificates, invoicing, billing validation, EOC processing,
client query resolution.

 Maintain accurate policy data, documents, and records across Salesforce FSC / EPIC / DMS.

 Support licensed Account Managers as required (for licensed workflows).

 Meet SLAs, quality benchmarks, and adhere to documented SOPs.

Required Skills / Experience

- 1 year–3 years in Personal Lines / Commercial Lines / Employee Advantages broking or insurance back -office.

- Understanding of broker workflows (quote, bind, endorsements, renewals, certificates).

- Experience with insurance systems such as Applied Epic, Salesforce FSC (preferred).

- Strong analytical and documentation skills.

SME Roles

Key Responsibilities

- Serve as a domain expert in multiple L2/L3 processes across PL, CL, and EB (e.g., Quote Review, Program Brokering, Policy Servicing,
Premium Financing, Client Setup).

- Review complex submissions, quotes, binders, endorsements, billing issues, and escalations.

- Support transition activities including SOP creation, process mapping, Job Aids, L2/L3 workflows, QA parameters.

- Conduct quality audits, identify defects, and drive continuous improvement.

- Liaise with licensed Account Managers, carriers, and internal teams for complex cases.

- Mentor associates, provide floor support, and validate deliverables.


Required Skills / Experience

- 3–5 years of insurance broking experience, with strong competencies in Personal Lines, Commercial Lines, and/or Employee Benefits.

- Deep knowledge of US regulatory requirements, documentation, evidence of coverage, ACORD forms, and servicing workflows.

- Experience supporting transitions, migrations, or multi‑region standardization programs.