Commercial Lines Certificate Coordinator

Alliant Insurance Services, Inc.; Dallas (TX); On-site; USD 40,000 - 70,000; Full time

Job summary

An innovative insurance brokerage firm is seeking a detail-oriented professional to manage Certificates of Insurance and client relationships. In this role, you will collaborate with a dedicated team to ensure timely and accurate processing of insurance documents while maintaining high standards of client service. The ideal candidate will have strong communication skills, a knack for problem-solving, and the ability to work effectively within a team. Join a forward-thinking company that values its employees and offers a competitive financial package, along with opportunities for professional growth and development.

Qualifications

• High school diploma or equivalent with 2+ years related experience.
• Valid insurance license or ability to obtain within 90 days.

Responsibilities

• Review Certificates of Insurance and endorsements for contracted accounts.
• Establish and maintain client relationships and client portal access.
• Communicate potential insurance issues with the production team.

Skills

Verbal Communication

Written Communication

Customer Service

Problem Solving

Time Management

Teamwork

Microsoft Office Suite

Education

High School Diploma

Insurance License

Job description

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

Responsible for reviewing Certificates of Insurance and corresponding endorsements on all contracted accounts, meeting the agency standard of twenty-four hour turn-around.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Works with Producer/Broker/Account Manager team to establish and maintain a satisfied client relationship;

• Establishes and maintains a client portal in Alliant Connect for real time client access;

• Receives and uploads insured contract requirements into the tracking system;

• Reviews certificates submitted to the insured for approval;

• Identifies deficiencies and possible insurance exposures for clients;

• Communicates possible insurance issues with the production team including potential leads for new business;

• Gathers and verifies information required for preparing certificates of insurance and corresponding endorsements;

• Prepares certificates and endorsements in accordance with carrier policy and procedures;

• Processes all completed certificates on a daily basis;

• Attends client meetings where necessary;

• Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);

• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

High school diploma or equivalent combination of education and experience

Two (2) or more years related work experience

Valid insurance license, or ability to obtain a license within 90 days of employment

Must continue to meet Continuing Education requirements for license renewal

Encouraged to complete Career Path requirements as communicated by supervisor

SKILLS

Good verbal and written communication skills

Good customer service skills, including telephone and listening skills

Good problem solving and time management skills

Ability to work within a team and to foster teamwork

Proficient in Microsoft Office Suite

#LI-AT1

We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here .