The Certificate Coordinator works with the Certificate Manager and P&C HPTs to process daily and renewal certificates. 

The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.

Duties

Other duties may be assigned. 

• Issue P&C renewal, new business, and daily certificates of insurance 
• Review contract requirements to properly issue certificates
• Update spreadsheets (certificate holders, named insureds, addresses, etc.) 
• Update templates, named insured, & endorsements in the Certificate System
• Send list of current certificate requirements/contracts to ensure the insured’s coverage complies 
• Review policy information to determine the appropriate/available endorsement and request endorsements as needed.
• Update and request various forms as necessary 
• Provide support and backup for all certificate-related processes
• Provide backup on the front desk duties and other departments as needed. 

Qualifications 

• High school degree
• Property & Casualty Insurance License Preferred
• Insurance Industry Experience Preferred

Abilities

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You can be trusted to handle confidential and sensitive information.
• You have strong organization and project management skills.
• You have the ability to focus on the task-at-hand and multi-task as needed.
• You’re great with attention to detail and producing high-quality work.
• You’re able to grasp complex issues and establish proactive solutions to address those issues.
• You have strong editing and writing skills.
• You have a positive attitude and work ethic.