Walk-in || Back office Insurance

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.
• Good 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.
• Strong 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