Senior Processing Executive/P&C Broking

Orcapod Consulting Services; Pune District; On-site; INR 400,000 - 600,000; Full time

Job summary

Orcapod Consulting Services is seeking a SPE (P&C - Broking Insurance) to handle lifecycle transactions including submissions, quotes, and carrier coordination. The role requires strong documentation and analytical skills with exposure to broker workflows.

The candidate will maintain policy data across systems and support licensed Account Managers while ensuring SLA compliance and adherence to SOPs.

Qualifications

• 1–3 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.

Responsibilities

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

Skills

Insurance back-office experience

Broker workflows understanding

Analytical skills

Documentation skills

Client servicing support

Tools

Applied Epic

Salesforce FSC

Job description

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.