Certificate Specialist

Company:

Description:

Process and issue Certificates of Insurance for the Business Insurance Lines Department in accordance with the objectives and procedures outlined by the Director of Client Services and the Business Insurance Trainer. 

Essential Duties & Responsibilities

• Administer all aspects of Certificates:
  • Process and issue Certificates of Insurance daily which accurately reflect coverages and policy terms based upon written requests
  • Prepare annual renewals of certificates on a monthly basis.
  • Review and research client policies to determine proper limits, coverages and deductibles
  • Copy and distribute/mail documents when requested.
  • Maintain client files in document management system.
  • Maintain client portal records as it pertains to certificates
  • Provide certificates copies to carriers on a quarterly basis
• Produce Word and Excel documents and spreadsheets to maintain records.
• Provide excellent customer service by keeping daily contact with clients, Client Managers, Client Executives, and insurance companies.
• All other duties as assigned.

Education and/or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style.  This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

• Successful work history to include 1 year experience in a professional office setting performing duties which required a high level of attention to detail.
• Proficiency with personal computers and Microsoft Office applications (i.e., Word and Excel) with the ability to operate standard office equipment is required.
• Skill in organizing resources and establishing priorities.
• Ability to work in a supporting role with a variety of associates.
• Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods.
• Work is performed in a typical interior/office work environment.

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