PE / SPE | Fresher - 6 Months to 3 Years

Key Responsibilities:
Handle insurance transactions across the policy lifecycle, including quotes, submissions, endorsements, renewals, certificates, invoicing, billing validation, and EOC processing.
Coordinate with carriers and Account Managers and maintain accurate policy records.
Update and manage information across Applied Epic, Salesforce FSC, CRM, and DMS.
Ensure adherence to SOPs, SLAs, quality, and accuracy standards.

Required Skills:
Fresher - 6 months to 3 years of experience in PL / CL / EB broking or insurance back-office operations.
Understanding of quote, bind, endorsement, renewal, and certificate workflows.
Experience with Applied Epic / Salesforce FSC preferred.
Valuable analytical, communication, and documentation skills.

SME | 3 to 5 Years

Key Responsibilities:
Act as a domain expert across PL, CL,



and/or EB insurance processes.
Review complex submissions, quotes, binders, endorsements, billing issues, and escalations.
Support SOP creation, process mapping, transitions, migrations, QA, and process improvement.
Conduct quality audits, provide floor support, mentor associates, and validate deliverables.
Coordinate with Account Managers, carriers, and internal teams for complex cases.

Required Skills:
3 to 5 years of relevant insurance broking experience.
Robust knowledge of US insurance servicing workflows, ACORD forms, documentation, and Evidence of Coverage.
Experience in transitions, migrations, quality, or process standardization will be preferred.Role & responsibilities

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