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 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.