Certificate of Insurance Processor
Key Responsibilities:
Client Service & Account Support
. Serve as a primary point of contact for client service requests.
. Respond promptly and professionally to client inquiries via phone and email.
. Build and maintain positive relationships with clients, carriers, vendors, and internal teams.
. Assist Account Managers with servicing commercial insurance accounts throughout the policy lifecycle.
Certificates of Insurance (COIs):
. Issue Certificates of Insurance accurately and in accordance with policy provisions.
. Review insurance policies to ensure certificate requests comply with coverage.
. Process certificate requests within established service-level agreements.
. Maintain certificate logs and records.
. Review contract insurance requirements and identify potential discrepancies or unusual requests.
. Coordinate with Account Managers regarding endorsements or coverage changes needed to satisfy certificate requests.
