Certificate Specialist

Job Summary

The Certificate Account Coordinator assists the Commercial Lines Certificate Department with processing and issuing certificates of insurance in Accordance with AssuredPartners objectives and procedures. Additionally, the Coordinator will be required to review contracts, insurance requirements, client policies to determine proper limits, coverages, and deductibles in order to determine the needs of our client. Other duties/special projects as requested.

The Ideal Candidate

• You enjoy problem solving with great, customer-service minded solutions
• Teamwork is part of your DNA and you are looking for a great opportunity to be a part of a team, learn from senior team members, and have a great career path
• You have great communication skills (verbal & written) and are dependable to get the job done

If this sounds like you, we invite you to keep reading and apply!

• Follows workflow with regards to commercial certificate execution for new and renewal requests.
• Ability to take direction from an AE/AM and execute the requested work in an efficient manner and reviews work for accuracy.
• Capable of working in a fast-paced setting, and able to adjust to changing demands as needed.
• Be able to review contract specifications along with requests from clients to execute certificates accurately and with no mistakes.
• Administer all aspects of Certificates of Insurance and Evidences of Property
• Review and research client policies to determine proper limits, coverages and deductibles
• Process and issue Certificates of Insurance daily which accurately reflect coverages and policy terms based upon requests from clients and certificate holders
• Prepare annual renewals of certificates as needed
• Maintain client records in Epic as it pertains to certificates
• Other duties as assigned.

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people: 

• Competitive base salary 
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options 
• Company match 401(k) plan – 50% up to 6%! 
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers 
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists 
• Pet benefits & discounts 
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners 

• Advanced degree from college or technical school; or 1-3 years of related experience and/or training; or equivalent combination of education and experience
• Strong organization and communication skills
• Tech savvy; ability to learn multiple systems
• Intermediate skills in Microsoft Office products

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!