Commercial Lines Certificate Coordinator

SUMMARY

Responsible for reviewing Certificates of Insurance and corresponding endorsements on all contracted accounts, meeting the agency standard of twenty-four hour turn-around. 

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Works with Producer/Broker/Account Manager team to establish and maintain a satisfied client relationship;

•    Establishes and maintains a client portal in Alliant Connect for real time client access;

•    Receives and uploads insured contract requirements into the tracking system;

•    Reviews certificates submitted to the insured for approval;

•    Identifies deficiencies and possible insurance exposures for clients;

•    Communicates possible insurance issues with the production team including potential leads for new business;

•    Gathers and verifies information required for preparing certificates of insurance and corresponding endorsements; 

•    Prepares certificates and endorsements in accordance with carrier policy and procedures;

•    Processes all completed certificates on a daily basis;

•    Attends client meetings where necessary;

•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); 

•    Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience  

Two (2) or more years related work experience 

Valid insurance license, or ability to obtain a license within 90 days of employment

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Good verbal and written communication skills 

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Intermediate typing skills (30-35 wpm)

Ability to work within a team and to foster teamwork 

Proficient in Microsoft Office Suite

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