Job Description
Job Summary
The SPE- Insurance Brokerage role requires a professional with 1 to 3 years of experience in handling broker workflows (quote, bind, endorsements, renewals, certificates). The role focuses on ensuring seamless brokerage operations contributing to the company's efficiency and customer satisfaction.
Key Responsibilities
Handle PL, CL, or EB transactions across the lifecycle:
Prepare submissions, generate quotes, coordinate with carriers, verify documents, and update CRM
Manage servicing tasks such as endorsements, certificates, invoicing, billing validation, EOC processing, client query resolution.
Maintain accurate policy data, documents, and records across EPIC.
Support licensed Account Managers as required (for licensed workflows).
Meet SLAs, quality benchmarks, and adhere to documented SOPs.
Required Skills / Experience
13 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.
Strong analytical and documentation skills.
