Insurance Certificate Coordinator

Single Source Insurance, Inc; Clearwater (FL); On-site; USD 40,000 - 50,000; Full time

Job summary

A family-owned insurance agency in Clearwater, Florida, is seeking a full-time Insurance Certificate Coordinator. The candidate will create and issue insurance certificates for clients, ensuring superior customer service while managing incoming requests. Previous administrative experience and proficiency with Microsoft Outlook are essential. The role operates in a professional office environment, maintaining a standard work schedule from 9 a.m. to 5 p.m. Compensation ranges from $40,000 to $50,000 per year.

Qualifications

• Graduation from high school or GED required.
• Proficiency in typing, filing, and computer applications preferred.
• One year of related experience or equivalent education.

Responsibilities

• Answer client requests by email and phone.
• Interpret policy documents and transfer information accurately.
• Communicate with insureds confidently and prioritize requests.

Skills

Ethical Conduct

Attention to Detail

Initiative

Time Management

Education

High School Diploma or GED

Specialized coursework in office practices

Tools

Microsoft Outlook

Job description

Future Opening: Insurance Certificate Coordinator

Summary/Objective

The Certificate Coordinator creates and issues certificates of insurance for agency clients and other necessary parties using agency management software within timeframe established by Single Source Insurance to accomplish superior customer service.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Answers incoming client requests by email and phone
• Interprets policy documents and accurately transfers information to database
• Compares accuracy of policy documents to management system and certificates
• Confidently communicates by telephone to insureds
• Prioritizes requests of insured according to agency guidelines
• Completes deadlines and meets turnover timeline on all requests

Key Skills

• Ethical Conduct
• Attention to Detail
• Initiative
• Time Management

Supervisory Responsibility

This position has no supervisory responsibilities.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Sitting for long periods of time is expected.

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m.

Travel

No travel is expected for this position except to team events or marketing events two to three times per year in the local area.

Required Education and Experience

Graduation from high school or GED

Preferred Education and Experience

Specialized course work in general office practices such as typing, filing, computer applications, some college preferred

Additional Eligibility Qualifications

• One year of increasingly responsible related experience, or any equivalent combination of related education and experience.
• Proficiency with Microsoft Outlook
• Previous experience in an administrative role

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Compensation: $40,000.00 - $50,000.00 per year

Your Single Source for all insurance needs. Family owned and operated in Clearwater, Florida. Single Source Insurance offers policies for personal, commercial, and private flood coverage. Our comprehensive team members find our clients the best coverages at the best rates. Automobile, Recreational Vehicles, Homeowners, Umbrella & Liability, Commercial Property, Surety, Group Health and Workers Compensation are only some of the policies we can shop and write for our clients.

We cater to a variety of industries such as Marine, Construction, Hospitality, Community Associations, Construction, as well as Professional and Service organizations.

At Single Source, we are not just agents selling a policy, we are advisers with a vast knowledge base allowing us to build programs to meet our clients specific needs. Let us show you the Single Source difference today.