Certificate Service Coordinator

Certificate Service Coordinator

The James Allen Companies Inc.

About the Role:

Insurance Agency is seeking a Certificate Service Coordinator to manage the certificates of insurance for a large book of business with does include contractor clients. This role is critical in ensuring compliance with insurance requirements for contractors who are continuously securing new jobs. The ideal candidate will have a strong understanding of insurance policies, endorsements, and contract requirements, with the ability to quickly interpret complex insurance clauses in contracts.

Key Responsibilities:

  • Manage Certificates of Insurance (COIs): Oversee the issuance and tracking of COIs for book of business including contractors, ensuring all insurance requirements are met.
  • Contract Analysis: Review detailed contracts identify insurance requirements, and determine necessary coverage levels.
  • Endorsement Management: Apply required coverage endorsements and communicate necessary updates to Customer Service Representatives (CSRs).
  • Compliance & Risk Management: Ensure all contractor clients are maintaining appropriate coverage levels and meet job-specific insurance requirements.
  • Process Optimization: Work with a team of assistants handling routine certificate tasks, while focusing on more complex insurance compliance and endorsement issues.
  • Collaboration: Act as the liaison between contractors, CSRs, and internal teams to facilitate smooth operations.

Qualifications & Experience:

  • Insurance Knowledge: Strong understanding of insurance policies, COIs, endorsements, and contractual insurance requirements.
  • Attention to Detail: Ability to quickly analyze contracts and pinpoint critical insurance coverage obligations.
  • Communication Skills: Ability to clearly interpret and explain insurance requirements to internal teams and contractor clients.
  • Experience: Previous experience in an insurance agency, preferably handling COIs, endorsements, or contractor insurance.
  • Organization & Efficiency: Ability to manage multiple contractor accounts efficiently in a fast-paced environment
  • Familiarity with AMS360 or other agency management system
  • Max. file size: 100 MB.
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