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Client Certificate Specialist

INSURICA, Inc. -
Norman, OK

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Job Details

Part-time
$18.00 - $22.22 an hour

Qualifications

Computer operation
Customer communication
Microsoft Excel
Microsoft Outlook
Word embeddings
Desktop applications
Microsoft Teams

Full Job Description

SUMMARY:

The Client Certificate Specialist is responsible for assisting clients with certificates of insurance while achieving and maintaining established quality and service standards. The Client Certificate Specialist position will provide account management assistance to Producers, Account Executives, and Account Managers with the handling and processing of new and renewal commercial business.

ESSENTIAL FUNCTIONS:

Provide prompt, courteous, knowledgeable service to customers and prospects
Process certificates per instructions from Producer, Account Manager, or Account Executive
Make Producer, Account Executive, or Account Managers aware when additional coverages/endorsements are required
Receive phone calls from clients and companies and comply with the request and/or refer to the Producer, Account Executive, or Account Manager
Assist the service department in the service/reception-related activities, including but not limited to mail, phones, or processing the service e-mails
Support the department with computer and word processing skills, including rating programs in our automation system
Maintain client files on computer systems
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Review and perform all activities relating to the public, customers, and companies in a manner to avoid issues involving potential errors and omissions

Additional Responsibilities

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.

KNOWLEDGE, SKILLS, AND ABILITIES:

Must have strong computer skills, with a focus on the Microsoft Office suite of products (Word, Excel, Outlook, Teams, etc.) and the ability to effectively utilize the Agency’s management systems
Must possess strong knowledge of insurance coverages and industry operations to effectively identify issues in coverage that may arise while issuing a certificate of insurance
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

QUALIFICATIONS:

2 - 4 years of commercial insurance and surety experience in a similar position preferred
2 - 4 years of direct telephone customer service experience preferred
Proven experience working with small – mid-size commercial lines customers
Possession of, or the ability to quickly obtain, all licenses as required by the State Department of Insurance
CISR designation preferred

WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:

Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment

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