Insurance Certificates Processor / Insurance Assistant
Job Description
• HOURS: Monday – Friday, 8:30 am or 9 am – 5 pm
• DURATION: Temporary (no set end date at this time)
• WORKPLACE: 100% Remote work offered. Must reside in CA.
• If you prefer to work in-office or a hybrid schedule, there is that option. In-office training may be required.
• PAY: $25.00 per hour
• BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.
Job Duties will include, but are not limited to:
• Processing approximately 20 -30 commercial Certificates daily; assisting the Construction team.
• Understand contractual language, order specific AI endorsements, follow up with underwriting, communicate with clients and / or CM as needed regarding endorsement changes.
• Support in day-to-day servicing on clients to include:
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- Issuing proofs of insurance.
- Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports.
- Entering data needed to produce quotes into various carrier systems.
- Prepare summary of Insurance for renewal or mid-term reviews.
- Process, and request endorsement transactions with carriers and document transactions in management system.
- Review binders, policies, endorsements, and audits for accuracy and deliver to client.
- Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices.
- Enter claims data into management system and transmit to carrier when needed.
- Review and deliver premium audits to clients.
• Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
Requirements:
• The qualified candidate must have recent experience processing Certificates of Insurance, minimum 1 – 2 years’ experience working in an independent agency environment.
• Must have Construction risk experience.
• Must have basic understanding of insurance requirements in a contract and what’s requested to generate certificate.
• Must be able to issues Certificates within 24 hours.
• EPIC experience preferred.
• Proficient with Microsoft Excel, Word, and Outlook.
• Have good verbal and written communication skills.
• Strong attention to detail. A team player.
• You must be able to use a keyboard and other office equipment.
- Regular and consistent attendance as defined per Company policy.
- Work is performed in a typical interior/office work environment.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
- May be required to stand for extended periods of time.
- Must possess effective communication and listening skills such that complicated information can be communicated in a straight-forward manner that the listener can understand, as well as paraphrasing and questioning to gain a complete understanding of the speakers concerns and goals.
- Ability to prioritize, multi-task, set goals and meet deadlines.
- Must be a team player that possesses strong customer service and problem-solving skills.
- Must have a professional demeanor, be detail oriented, organized, highly ethical and have a positive attitude.
- Legal residents of California only. Visa Sponsorship not available. W2 only.
Meet Your Recruiter
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.