Account Administrator, Certificate Management
Core
Entry-level administrator supporting Account Managers and Risk Consultants in servicing Commercial Lines CertSecure accounts, focusing on certificate management, data extraction, and audit processes.
Role type
Entry-level Account Administrator (Certificate Management)
Builds
Certificate of insurance data, audit reports, and compliant account records for commercial clients
Domain
Insurance brokerage / Property & Casualty
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Data extraction, audit processes, contract review, data entry/maintenance, system setup, industry knowledge (insurance)
Preferred skills
P&C license, bilingual (English/Spanish), Microsoft Office proficiency
Technologies
CertSecure, BMS (EPIC), Microsoft Office (Excel, Word, PowerPoint)
Responsibilities
Assist with set-up of new CertSecure clients, assist with certificate of insurance data extraction and audit processes, review contracts for insurance requirements compliance, input/maintain data on account management systems
Seniority
Entry-level, hands-on IC