- 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
- 4–6 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 multi‑region standardization programs.
