Description:
Process and issue Certificates of Insurance for the Business Insurance Lines Department in accordance with the objectives and procedures outlined by the Director of Client Services and the Business Insurance Trainer.
Essential Duties & Responsibilities
Administer all aspects of Certificates:Process and issue Certificates of Insurance daily which accurately reflect coverages and policy terms based upon written requestsPrepare annual renewals of certificates on a monthly basis.Review and research client policies to determine proper limits, coverages and deductiblesCopy and distribute/mail documents when requested.Maintain client files in document management system.Maintain client portal records as it pertains to certificatesProvide certificates copies to carriers on a quarterly basisProduce Word and Excel documents and spreadsheets to maintain records.Provide excellent customer service by keeping daily con...