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
Competencies
Communication proficiency
Ethical Conduct
Attention to Detail
Initiative
Time Management
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
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
Florida license 4-40 Customer Service
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.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Insurance
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