Certificate Specialist

Certificate Specialist

DEPARTMENT: BUSINESS INSURANCE STATUS: NON-EXEMPT

SUMMARY: As a Certificate Specialist on the Leadbetter team, the primary focus is to issue certificates of insurance for the Business Insurance department in accordance with the objectives and procedures outlined by the director of client services and the business insurance trainer.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Administer all aspects of certificates: o Process and issue certificates of insurance daily which accurately reflect coverages and policy terms based upon written requests o Review client policies to determine proper limits, coverages, and deductibles o Copy and distribute/mail documents when requested o Maintain client files in document management system o Maintain client portal records as it pertains to certificates o Assist in the processing of final audits
• Produce word and excel documents and spreadsheets to maintain records
• Provide excellent customer service
• All other duties as assigned

EDUCATION AND/OR EXPERIENCE:

A successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

A high school diploma and 1 year experience in a professional office setting performing duties which required a high level of attention to detail. Obtain and maintain a valid Alaska Business Insurance License. Proficient in Microsoft Office software (Word, Excel, and Outlook) with the ability to operate standard office equipment is required. Skill in organizing resources and establishing priorities. Ability to work in a supporting role with a variety of associates. Demonstrate the ability to resolve problems and present results neatly, with clarity and precision in oral and written form.

VALUABLE BENEFITS:

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Charitable contribution match programs Stock purchase opportunities