Summary
The Certificates Coordinator works with the Certificate Manager and P&C HPTs to process daily and renewal certificates.
The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.
Duties
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Issue P&C renewal, new business, and daily certificates of insurance.
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Review contract requirements to properly issue certificates.
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Update spreadsheets (certificate holders, named insureds, addresses, etc.).
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Update templates, named insured, & endorsements in the Certificate System.
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Send list of current certificate requirements/contracts to ensure the insured’s coverage complies.
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Review policy information to determine the appropriate/available endorsement and request endorsements as needed.
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Update and request various forms as necessary.
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Provide support and backup for all certificate-related processes.
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Provide backup on the front desk duties and other departments as needed.
