What is your mission?

You will provide the best service to our partner client by performing these tasks:

• Prepare proposals, summaries, specifications, and other documents using templates in Word and Excel

• Process certificates of insurance (COI) daily for both new and existing clients

• Verify that endorsements match COI request requirements

• Coordinate certificate renewal needs with internal account management teams

• Review policies and endorsements for accuracy and completeness

• Prepare renewal certificates, including certificate holder lists and policy info

• Maintain accurate documentation and records in the account management system

• Scan and organize client communications and insurance documents

• Participate in a CET Quad team under experienced account leaders

• Communicate with internal staff regarding identified issues or discrepancies

Who are we looking for?

• 2–5 years of client management or insurance-related experience (Property & Casualty preferred)

• Proficient in Microsoft Office Suite, especially Word and Excel

• Experience with EPIC or other insurance/CRM systems is an advantage

• Excellent written and verbal English communication skills

• High attention to detail and strong organizational skills

• Self-motivated with the ability to work independently

• Strong customer service orientation and professionalism