The Certificate Specialist is responsible for supporting the issuance of client insurance documents within the US Regional Business Service Center, ensuring accurate and timely delivery of Certificates of Insurance (COIs) and Auto ID cards
Job Summary
The Certificate Specialist is responsible for supporting the issuance of client insurance documents within the US Regional Business Service Center, ensuring accurate and timely delivery of Certificates of Insurance (COIs) and Auto ID cards.
This role involves reviewing COI requests, obtaining necessary carrier endorsements, processing Auto ID card requests, and coordinating the issuance and delivery of renewal documents.
Key skills include strong organizational and attention to detail abilities, effective communication with account teams and carriers, and proficiency in Microsoft Office and insurance systems like Epic or AMS360.
Matching Summary
The Certificate Specialist is responsible for supporting the issuance of client insurance documents within the US Regional Business Service Center, ensuring accurate and timely delivery of Certificates of Insurance (COIs) and Auto ID cards.
Skills & Requirements
Must-have
Timely delivery of Certificates of Insurance
Process Auto ID card requests
Coordinate with carriers
Maintain accurate records
Proficiency with Microsoft Excel
Nice-to-have
Entrepreneurial spirit
No-limits mindset
Employee ownership model
Commitment to sustainability
Key Requirements
2+ years of insurance operations experience
Familiarity with COI and Auto ID card requirements
Proficiency in Microsoft Office
Experience with insurance systems (Epic, AMS360, or similar)