Jobs

    Insurance Certificate Coordinator - Clearwater, United States - Single Source Insurance Inc

    Single Source Insurance Inc
    Single Source Insurance Inc Clearwater, United States

    1 week ago

    Default job background
    Full time
    Description
    Benefits:
    • 401(k)
    • 401(k) matching
    • Bonus based on performance
    • Company parties
    • Competitive salary
    • Dental insurance
    • Free food & snacks
    • Health insurance
    • Paid time off
    • Training & development
    • Vision insurance
    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.


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