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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