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

- 6 months3 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.

We are hiring a skilled Property & Casualty (P&C;)



Insurance Specialist to handle risk assessment, underwriting, policy servicing, and client coordination for personal and commercial insurance lines. The role includes evaluating proposals, preparing and updating policy documents, supporting claims processes, ensuring compliance with regulatory guidelines, and delivering timely customer service. Candidates must have strong analytical skills, knowledge of P&C; insurance operations, attention to detail, and the ability to work effectively with brokers, agents, and internal teams in a fast-paced environment. Interested Candidates share your Updated & Quality CV at "[email protected]" with Subject Line. ''Property & Casualty Ins - Claims''

📌 Insurance Broker(P& C Insurance) (Pune)
🏢 Orcapod Consulting Services
📍 Pune