What is your mission?

You will provide the best service to our partner client by performing these tasks:

• Regularly utilize templates and forms (in Word and Excel) to draft proposals, summaries, specs, etc. for clients and staff as needed.
• Process certificates of insurance for new and existing clients on daily basis in timely manner and as requested 
• Verify that endorsements match certificate request requirements. 
• Coordinate the certificate renewal needs with Associate Account Manager IIs, Account Managers I and II and Senior Account Managers.
• Complete renewal certificates verifying required information (certificate holder lists, endorsements, policy information, etc.); Prepares policies for delivery to clients.
• Actively participate as a member of a CET Quad, led by a highly experienced AAM and SOM.
• Review policies and endorsements for completeness and accuracy.
• Communicate with company personnel regarding potential or identified issues.
• Responsible for scanning communications and documents.
• Input/maintain data on account management system and ancillary systems as required.
• Maintain certificate files in system of record.

Who are we looking for?

• 2 to 5 years of relevant experience.
• Preferably with experience in the insurance industry.
• Proficiency in Adobe and MS Office Suite (PowerPoint, Word, Excel, Outlook).
• Familiarity with Epic Training and navigating Carrier Websites.
• High school graduate or college graduate.
• Above-average English communication skills.