Job highlights

- Experience supporting transitions,migrations,or multi region standardization programs. Disclaimer : This job posting has been aggregated from external source
- Support licensed Account Managers as required (for licensed workflows)
- Required Skills / Experience
- Experience with insurance systems such as Applied Epic,Salesforce FSC (preferred)

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 multi region standardization programs.

Disclaimer : This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Insurance Brokerage Professional (Noida)
🏢 Han Digital Solution
📍 Noida