Certificate Specialist

Summary:

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

Essential Duties and Responsibilities:

  • Administer all aspects of Certificates:
      • Process and issue Certificates of Insurance daily pre-mailed, faxed and phoned requests that accurately reflect coverages and policy terms.
      • Prepare annual renewals of certificates on a monthly basis.
      • Review and research client policies to determine proper limits, overages and deductibles
      • Copy and distribute/mail documents when requested.
  • Enter applications into LightPaper system.
  • 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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