Job Description

Certificate Processor

About Us:

We are a thriving insurance agency seeking a detail-oriented and experienced Certificate Processor to join our team in Glendora, CA. We offer a competitive salary and benefits package and value a positive and collaborative work environment.

Job Summary:

The Certificate Processor is responsible for accurately and efficiently issuing Certificates of Insurance for our clients, primarily focusing on general business and construction/contractor clients. This role requires a strong understanding of insurance policies, contract review, and the ability to interpret policy language to ensure accurate certificate issuance. The ideal candidate is a highly organized and detail-oriented individual with excellent communication skills.

Responsibilities:

• Process and issue Certificates of Insurance in a timely and accurate manner.
• Review insurance policies and contracts/agreements to determine appropriate coverage and ensure compliance with requirements for certificate issuance, specifically for contractor/construction clients.
• Communicate effectively with clients, insurance carriers, and internal team members regarding certificate requests and requirements.
• Maintain accurate records of issued certificates and related documentation.
• Stay up-to-date on industry regulations and best practices related to certificate issuance.
• Collaborate with the team to improve certificate processing workflows and efficiency.
• Manage certificate renewals and follow up on outstanding requests.
• Respond to inquiries regarding certificates of insurance.

Qualifications:

• Proven proficiency in issuing Certificates of Insurance for General Business, with specific and demonstrable experience handling certificates for Contractors/Construction.
• Strong understanding of insurance policies and terminology.
• Ability to read and interpret policy language and contracts/agreements.
• Excellent attention to detail and accuracy.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficient in relevant software and systems used for certificate processing.

Preferred Qualifications:

• Experience with agency management systems.

Compensation:

$65,000 - $75,000 annually, depending on experience.

Work Environment:

Hybrid schedule available for candidates residing in or around Glendora, CA.

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