Job Title: Entry-Level Commercial Lines Certificate Specialist
Location: Whitefish, MT
Job Type: Part-Time | In-Office
About Us:
We are a growing insurance agency specializing in commercial lines coverage for contractors and businesses. We pride ourselves on providing responsive service and building strong client relationships. We are looking for a motivated, detail-oriented individual to join our team and grow with us.
Position Summary:
This is an entry-level position ideal for someone looking to start a career in the insurance industry. The Certificate Specialist supports our commercial lines team by assisting with Certificates of Insurance (COIs), policy updates, and day-to-day client service tasks. No prior insurance experience is required—we are willing to train the right candidate.
Key Responsibilities:
- Assist with issuing Certificates of Insurance (COIs) accurately and in a timely manner
- Review basic certificate requests and ensure information is entered correctly
- Support account managers with policy updates and endorsements
- Maintain organized records and assist with tracking certificate requests
- Communicate with clients via phone and email to gather necessary information
- Provide general administrative support to the commercial lines team
- Learn insurance coverages and agency systems through on-the-job training
Qualifications:
- Strong attention to detail and ability to stay organized
- Good communication skills (written and verbal)
- Comfortable working in a fast-paced office environment
- Basic computer skills and willingness to learn new systems
- Positive attitude and strong work ethic
- Bilingual in Spanish is a plus
- Prior office or customer service experience preferred, but not required
Compensation & Benefits:
- Competitive hourly pay based on experience
- Paid time off and holidays
- Health insurance benefits
- Training and growth opportunities within the agency
Schedule:
Monday – Friday, 7 AM – 11 AM (preferred hours but can be negotiable)
Why Join Us?
This is a great opportunity to build a long-term career in the insurance industry. You’ll receive hands-on training, gain valuable industry knowledge, and be part of a supportive team environment.
