SPE / SME – Insurance Operations

Handle Personal Lines (PL), Commercial Lines (CL), or Employee Benefits (EB) transactions across the lifecycle

Prepare submissions, generate quotes, coordinate with carriers, verify documents, and update CRM/FSC

Manage servicing tasks: endorsements, certificates, invoicing, billing validation, EOC processing, client query resolution

Maintain accurate policy data, documents, and records in Salesforce FSC / EPIC / DMS

Support licensed Account Managers as required for licensed workflows

Ensure adherence to SLAs, quality benchmarks, and documented SOPs