Certificates Coordinator (Must have commercial insurance exp.)
Jobot
San Diego, CA, United States
- Market Salary: $75,770 - $120,100 p/year
- Healthcare
- Contract
Hybrid role after training with steady growth at a 30+ year nationwide insurance firm. Certificates Coordinator — full-time, hybrid after training; based in CA (remote/hybrid negotiable); permanent role; salary $60k–$75k/year; processes P&C daily and renewal certificates using EPIC/MS Office. - Must have commercial insurance experience
- California insurance license preferred
- Proficiency with MS Office and EPIC
- Experience reviewing contracts and issuing P&C certificates
- Attention to detail and spreadsheet competency
Full description
This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $60,000 - $75,000 per year
A bit about us:
We have been established for over 30 yrs. and we are licensed to operate nationwide, and represent our clients with the best coverage options available.
Why join us?
We are a stable, growing company that is looking to take the business to the next level.
Job Details
**Can be hybrid after training**
The Certificates Coordinator works with the Certificate Manager and P&C HPTs to process daily and renewal certificates.
The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.
Duties
Issue P&C renewal, new business, and daily certificates of insurance.
Review contract requirements to properly issue certificates.
Update spreadsheets (certificate holders, named insureds, addresses, etc.).
Update templates, named insured, & endorsements in the Certificate System.
Send list of current certificate requirements/contracts to ensure the insured’s coverage complies.
Review policy information to determine the appropriate/available endorsement and request endorsements as needed.
Update and request various forms as necessary.
Provide support and backup for all certificate-related processes.
Qualifications
Bachelor’s Degree (Preferred)
Current California Insurance License (Preferred)
Proficiency of PC Applications (MS Office and EPIC)
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $60,000 - $75,000 per year
A bit about us:
We have been established for over 30 yrs. and we are licensed to operate nationwide, and represent our clients with the best coverage options available.
Why join us?
We are a stable, growing company that is looking to take the business to the next level.
Job Details
**Can be hybrid after training**
The Certificates Coordinator works with the Certificate Manager and P&C HPTs to process daily and renewal certificates.
The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.
Duties
Issue P&C renewal, new business, and daily certificates of insurance.
Review contract requirements to properly issue certificates.
Update spreadsheets (certificate holders, named insureds, addresses, etc.).
Update templates, named insured, & endorsements in the Certificate System.
Send list of current certificate requirements/contracts to ensure the insured’s coverage complies.
Review policy information to determine the appropriate/available endorsement and request endorsements as needed.
Update and request various forms as necessary.
Provide support and backup for all certificate-related processes.
Qualifications
Bachelor’s Degree (Preferred)
Current California Insurance License (Preferred)
Proficiency of PC Applications (MS Office and EPIC)
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
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