Certificate Specialist

Marsh McLennan Agency; San Diego (CA); On-site; USD 34,100 - 63,500; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings and retirement programs

Employee assistance programs

Job summary

A leading insurance services provider in San Diego is seeking an individual to process and issue Certificates of Insurance for its Business Insurance Lines Department. In this client-facing role, you will administer all aspects of certificates, maintain records, and ensure excellent customer service. The ideal candidate has a strong attention to detail and prior professional experience. The base salary for this position ranges from $34,100 to $63,500 based on various factors.

Qualifications

• 1 year of experience in a professional office setting is required.
• Proficient in using Microsoft Office applications like Word and Excel.
• Ability to organize resources and set priorities.

Responsibilities

• Administer all aspects of Certificates of Insurance.
• Prepare annual renewals of certificates monthly.
• Maintain client portal records pertaining to certificates.

Skills

Attention to detail

Proficiency in Microsoft Office

Problem-solving skills

Organizational skills

Job 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.

Responsibilities

• Administer all aspects of Certificates
• Process and issue Certificates of Insurance daily which accurately reflect coverages and policy terms based upon written requests
• Prepare annual renewals of certificates on a monthly basis.
• Review and research client policies to determine proper limits, coverages and deductibles
• Copy and distribute/mail documents when requested.
• Maintain client portal records as it pertains to certificates
• Provide certificates copies to carriers on a quarterly basis
• Produce Word and Excel documents and spreadsheets to maintain records.
• Provide excellent customer service by keeping daily contact with clients, Client Managers, Client Executives, and insurance companies.
• All other duties as assigned.

Education and/or Experience

• Successful work history to include 1 year experience in a professional office setting performing duties which required a high level of attention to detail.
• Proficiency with personal computers and Microsoft Office applications (i.e., Word and Excel) 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.
• Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods.
• Work is performed in a typical interior/office work environment.

The applicable base salary range for this role is $34,100 to $63,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.