Insurance Certificate Coordinator
New
United States, U.S. Eastern Time (New York) business hoursFull-Time
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- Microsoft ExcelMicrosoft OfficeCustomer support
Requirements
- Proficient level of English (written and spoken).
- Excellent interpersonal and communication skills.
- Prior insurance experience preferred (assessment may be required).
- Property & Casualty (P&C) experience strongly preferred.
- Excellent Email etiquette.
- Exceptional attention to detail and accuracy.
- Strong multitasking and organizational skills, with the ability to work efficiently in a fast-paced environment.
- Highly responsive with clear and timely communication.
- Strong problem-solving skills and sound judgment.
- Proficiency with Microsoft Office (Word, Excel, Outlook).
- Ability to work U.S. Eastern Time (New York) business hours.
- Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.
Responsibilities
- Handle incoming emails and prepare insurance certificates based on system data, ensuring fast turnaround.
- Start with construction certificates, with expansion into property certificates over time.
- Follow up on certificate requests within 30 minutes when needed.
- Work closely with the Account Manager to ensure accuracy and speed.
- Maintain organized tracking of all certificate requests and completions.
- Multitask multiple certificate requests simultaneously.
- Handle inspection recommendations by clearly explaining to customers what needs to be changed or corrected and ensuring follow-through.
- Support customers who already have insurance policies by issuing certificates of insurance as proof of coverage for other companies or vendors.
- Explain required updates or corrections following insurance property inspections and ensure completion to avoid potential policy cancellation.
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