Job Description

Job Overview:

We are seeking a dedicated and detail-oriented

Process Associate

to join our team. The successful candidate will assist in ensuring that internal processes are executed smoothly, efficiently, and in compliance with company standards. The Process Associate will work closely with cross-functional teams to improve operational workflows, maintain records, and support process optimization efforts.

Key Responsibilities:

Generate and review quotes for

personal and commercial lines

of insurance (e.g., Auto, Homeowners, General Liability, BOP, Workers' Compensation, Commercial Auto) in line with client requirements and carrier underwriting guidelines. Support underwriters and account managers in handling all stages of the

policy life cycle

, including

new business, renewals, endorsements, cancellations, reinstatements

, and general

policy servicing

. Utilize agency management systems (AMS) and rating tools such as

EZLynx, Applied Rater, or Vertafore

to input risk data and obtain accurate premium estimates. Review quotes to ensure

compliance with underwriting rules

, correct rate application, and adherence to service level agreements (SLAs). Coordinate with internal stakeholders to clarify missing or inconsistent policy details and ensure timely follow-up on required documentation. Maintain organized and up-to-date records of all quoting activities, including

submission logs, transaction history

, and customer correspondence. Actively contribute to process improvements and documentation related to P&C quoting and policy support operations..

Qualifications:

1-3 years

of experience in an insurance operations, quoting, or support role, preferably within

Property & Casualty (P&C)

insurance. Working knowledge of

basic insurance transactions

including

quoting

,

policy issuance, endorsements, renewals, cancellations, reinstatements

, and non-premium changes. Familiarity with both

personal lines

(Auto, Homeowners, Renters) and/or

commercial lines

(GL, BOP, WC, Commercial Auto). Experience using insurance platforms such as

EzLynx, HawkSoft, QQCatalyst, Applied Epic, TAM, Salesforce

, or similar quoting/management systems. Strong proficiency in

Microsoft Excel

and comfort handling policy forms, coverage summaries, and rate comparison sheets. Excellent attention to detail, with the ability to manage competing priorities in a fast-paced, deadline-driven environment.

Preferred Skills:

Familiarity with

U.S. Property & Casualty insurance markets

, including regional carrier practices, rating procedures, and compliance standards; exposure to

global insurance workflows

is a plus. Prior experience supporting

insurance brokers, retail or wholesale agencies, or underwriting teams

, particularly in a quoting, submission, or policy servicing capacity. Strong ability to

read, interpret, and apply

underwriting guidelines, coverage forms,

declaration pages

, and

rating manuals

to ensure accurate quote generation and transaction processing.

Why Join Us:

Join a rapidly growing team at the forefront of global insurance operations and support. Benefit from a structured career development path with opportunities to expand your insurance knowledge and operational expertise. Thrive in a collaborative, learning-focused environment that encourages continuous improvement and skill-building. Gain hands-on experience with industry-leading insurance platforms and work on meaningful client engagements across personal and commercial lines
Job Types: Full-time, Permanent

Benefits:

Health insurance
Schedule:

Fixed shift Monday to Friday Night shift US shift Weekend availability
Work Location: In person

Speak with the employer

+91 8143990347