Senior Processing Executive/P&C Broking

Here are the key responsibilities and required skills/experience for each role:

SPE (P&C- Broking Insurance)

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

Valid PAN Number - _____________________(Why PAN Required > Mandatory to Process Candidature & Find Duplicity in Internal PAN Validation Process and also to initiate a screening call.

Reach me @

Sonali Chattopadhyay I Associate People Success
Orcapod Consulting Services Pvt Ltd.
Email I [email protected]
www.orcapodservices.com
9548431649