Job Description
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.
