23 Sep
|
Orcapod Consulting Services
|
Noida
23 Sep
Orcapod Consulting Services
Noida
Freshers also can apply
PFB Details :
No of Requirement in May Batch PE-25, SPE-50
- Location Noida
- Max CTC SPE 5 LPA
- Notice – 0-15days only
- Shift – US Shift (Fixed)
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 Benefits 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).
- Solid 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
- 4–6 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 multiregion standardization programs.
Valid PAN Number - _____________________(Why PAN Required > Mandatory to Process Candidature & Find Duplicity in Internal PAN Validation Process and also to initiate a screening call.
Please reach out in case of any queries.
Sonali Chattopadhyay I Associate People Success
Orcapod Consulting Services Pvt Ltd.
Email I
[email protected]
www.orcapodservices.com
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