Hiring for Property & Casualty- Customer Service Process
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 year3 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).
- Robust analytical and documentation skills.
Work Mode & Shifts Work Mode: Complete Work From Office (WFO)