Insurance Operations
Career Guideline
2 - 5 years
Pune
Posted: 21/02/2026
Job Description
Hiring: Insurance Operations SPE / SME
Experience: 6 months to 5 years
Domain: Personal Lines (PL) / Commercial Lines (CL) / Employee Benefits (EB)
Location: Noida
Shift: 24*7
Sal upto-8Lpa
Role Overview
We are hiring Insurance Operations professionals across SPE and SME levels to support US Insurance broking processes. The role involves managing end-to-end policy lifecycle activities, ensuring accuracy, meeting SLAs, and supporting quality and transition initiatives.
Key Responsibilities
Policy Lifecycle Management
- Prepare submissions, generate quotes, and coordinate with carriers
- Review binders, endorsements, renewals, certificates, and evidence of coverage
- Manage invoicing, billing validation, premium financing, and EOC processing
- Resolve client queries and support licensed Account Managers where required
Systems & Documentation
- Maintain accurate policy data and documentation in Salesforce FSC, Applied EPIC, DMS, or other broker systems
- Ensure compliance with US regulatory requirements and ACORD documentation standards
- Follow defined SOPs and quality benchmarks
Quality & Process Support (SME Level)
- Review complex submissions, quotes, endorsements, billing issues, and escalations
- Conduct quality audits and identify process gaps
- Support transitions, SOP creation, process mapping, job aids, and QA framework setup
- Mentor team members and provide floor support
- Liaise with carriers, Account Managers, and internal stakeholders for complex cases
Required Skills & Experience
For SPE (6 months 3 years):
- Experience in Personal Lines, Commercial Lines, or Employee Benefits broking or insurance back-office
- Understanding of broker workflows including quote, bind, endorsements, renewals, and certificates
- Exposure to Applied EPIC or Salesforce FSC preferred
- Strong documentation and analytical skills
For SME (3 5 years):
- Strong domain expertise in PL, CL, or EB processes
- Knowledge of US insurance regulations, ACORD forms, servicing workflows
- Experience supporting transitions, migrations, or multi-region standardization initiatives
- Ability to review complex cases and drive quality improvements
If interested, share your updated resume or tag someone who fits this role.
Email I'd-shoba@careerguideline.com
Contact No: +91-8655512320
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