Insurance Broker(P& C Insurance)

Key Responsibilities:

• Prepare submissions, generate quotes, coordinate with carriers, verify documents, and update CRM/FSC systems.
• Manage servicing tasks such as endorsements, certificates, invoicing, billing validation, EOC processing, and 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.