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Insurance Certificate Processor

Stone Hendricks GroupGlendora, CA, United States

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Certificate Processor

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.

About Us :

We are a thriving insurance agency seeking a detail-oriented and experienced Certificate Processor to join our team in Glendora, CA. We offer a competitive salary and benefits package and value a positive and collaborative work environment.

Job Summary :

The Certificate Processor is responsible for accurately and efficiently issuing Certificates of Insurance for our clients, primarily focusing on general business and construction / contractor clients. This role requires a strong understanding of insurance policies, contract review, and the ability to interpret policy language to ensure accurate certificate issuance. The ideal candidate is a highly organized and detail-oriented individual with excellent communication skills.

Responsibilities :

Process and issue Certificates of Insurance in a timely and accurate manner.
Review insurance policies and contracts / agreements to determine appropriate coverage and ensure compliance with requirements for certificate issuance, specifically for contractor / construction clients.
Communicate effectively with clients, insurance carriers, and internal team members regarding certificate requests and requirements.
Maintain accurate records of issued certificates and related documentation.
Stay up-to-date on industry regulations and best practices related to certificate issuance.
Collaborate with the team to improve certificate processing workflows and efficiency.
Manage certificate renewals and follow up on outstanding requests.
Respond to inquiries regarding certificates of insurance.

Qualifications :

Proven proficiency in issuing Certificates of Insurance for General Business, with specific and demonstrable experience handling certificates for Contractors / Construction.

Strong understanding of insurance policies and terminology.

Ability to read and interpret policy language and contracts / agreements.

Excellent attention to detail and accuracy.

Strong communication and interpersonal skills.

Ability to work independently and as part of a team.

Proficient in relevant software and systems used for certificate processing.

Preferred Qualifications :

Experience with agency management systems.

Compensation :

$65,000 - $75,000 annually, depending on experience.

Work Environment :

Hybrid schedule available for candidates residing in or around Glendora, CA.

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Processor • Glendora, CA, United States