Process Associate

2 days ago

Visakhapatnam Andhra Pradesh, India BluePlanIT Services Pvt. Ltd. Full time

**Job Overview**:
**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.
- 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

Pay: ₹132,429.54 - ₹386,290.88 per year

**Benefits**:

- Work from home

Schedule:

- Fixed shift
- Monday to Friday
- Night shift
- US shift
- Weekend availability

Work Location: In person

**Speak with the employer**
+91 8143990347

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