About this role

Review and interpret requests for Certificates of Insurance to ensure compliance with policy language and contractual obligations.
Serve as a technical resource for internal teams and clients on insurance coverage, policy terms, and documentation requirements.
Collaborate with Underwriters and Sales Representatives to resolve discrepancies or complex certificate requirements.
Input incoming insurance applications and Premium Estimate form into the CRM; ensure completeness of required data.
Perform data entry for issuance of policies and request additional information as needed for underwriting review and approval.
Sort mail and index scanned mail; distribute to appropriate parties as necessary.
Maintain accurate account information and documentation in various systems and databases.
Provide training and guidance to junior staff and new team members.
Assist with process improvements and help implement best practices for efficiency.

Associate’s degree in a related field preferred; or a minimum of 3 years’ experience navigating multiple CRM systems and/or working within business insurance lines, or an equivalent combination of education and relevant experience.
Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
Proficient in basic Excel functions, including V-lookup, data sorting, and filtering.
Property & Casualty insurance license and/or related insurance coursework desired.

COI Processor – Business Insurance

Key skills