Insurance Brokering|| SPE or SME||
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Job Location:
Monthly Salary:
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
About the Role
The SPE / SME Insurance Operations role supports end-to-end insurance broking and policy servicing activities across Personal Lines (PL) Commercial Lines (CL) and/or Employee Benefits (EB). The role is responsible for ensuring accurate processing of insurance transactions compliance with regulatory and carrier requirements and adherence to service level agreements and quality standards.
The SPE focuses on executing standard insurance workflows and servicing tasks while the SME serves as a subject matter authority handling complex cases escalations process improvements and team guidance. Both roles work closely with licensed Account Managers carriers and internal stakeholders to deliver timely compliant and high-quality insurance operations support.
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 year3 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 (e.g. 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
- 35 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 multiregion standardization programs.
Required Skills:
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 year3 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 (e.g. 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 35 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 multiregion standardization programs.
Required Education:
Graduate
Company Industry
IT Services and IT Consulting
Key Skills
- Sales Experience
- Time Management
- Marketing
- Customer Service
- Communication skills
- Retail Sales
- Business Management
- Outside Sales
- Telemarketing
- Insurance Sales
- Medicare
- Phone Etiquette
