Job Description

Role Title : SPE/SME

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 (, 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.

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