Certificate Specialist
Certificate Specialist
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Job Description
Job Description
Acrisure is the fastest-growing insurance brokerage firm in the U.S. with over 600 Agency Partner locations globally. We are a committed network of entrepreneurs dedicated to providing specialty insurance programs risk management services and unique products for an ever-growing market. Our team is comprised of innovative talented individuals who are the driving force of the success we have experienced and continue to achieve in this fast-paced industry.
Job Summary:
Processing daily service requests renewal requests and at times setting up the certificate activities while adhering to our department policies workflows & procedures is the core responsibility of this position. We look for team members to embrace our philosophies/culture and who can identify and seek out opportunities to enhance the experience of clients and fellow team members.
Essential Duties and Responsibilities:
Monitor Certificate Inbox
Create Activities
Issue daily/standard certificates
Issue renewal certificates
Update endorsements as needed
Document activities in agency management system
Update CSLB website
Upload certificates to various entities portals when needed
Collaborate with Account Managers and Producers to satisfy certificate insurance requirements
Comply with agency standards policies and procedures
This description is not meant to be all-inclusive and may be modified at the discretion of management.
Competencies:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability . Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Active Listening (giving full attention to what other people are saying taking time to understand the points being made and asking appropriate questions)
Professional correspondence (clear concise and without errors) with internal and external clients to obtain or provide information
Speaking (conveying information clearly and effectively) and group presentation
Appropriate Communication the ability to make wise decisions related to what who and how to communicate when dealing with confidential or sensitive situations
Writing (considering the style of the recipient when drafting letters emails PowerPoint presentations etc.; using proper spelling grammar and punctuation is important)
Critical Thinking (using logic and reasoning to identify the strengths and weaknesses of alternative solutions conclusions or approaches to problems)
Time Management (managing ones own time and respecting the time of others)
Prompt response to all email and voice mail correspondence
Document EPIC using clear concise wording/notes such that if another person was to go into an activity they would easily know what had happened and what needs to happen next thus providing seamless concierge service to our internal and external clients.
Meet or exceed standard metrics set in place by the department
Education and/or Experience:
Minimum of a High School Diploma
Valid California Property/Casualty license
Experience issuing certificates for all industry types
Experience issuing construction certificates is a plus
Technology Skills:
PC Computer (including strong typing skills)
EPIC Agency Management System (required)
Microsoft Word Outlook including Quick Parts Excel
Microsoft Internet Explorer/Chrome/Firefox/Edge
CSR24 is a plus
* This position will be hybrid with 3-4 days in a local Acrisure Office.
The base salary range for this position is $21.50 - $35.00 per hour. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity.
Pay Details:
Hourly: $21 - $35Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
