SPE/ SME

Key Responsibilities

• Prepare submissions, generate quotes, and coordinate with carriers
• Verify documents and update CRM / FSC systems accurately
• Manage servicing tasks including endorsements, certificates, invoicing, billing validation, EOC processing, and client query resolution
• Maintain accurate policy data, documents, and records across Salesforce FSC, EPIC, or DMS
• Support licensed Account Managers as needed for licensed workflows
• Ensure adherence to SLAs, quality benchmarks, and documented SOPs