Insurance Brokering|| SPE or SME|| Noida & Pune

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).
  
• Strong 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

• 3–5 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.