Account Administrator, Certificate Management
Core
Entry-level Account Administrator supporting Account Managers and Risk Consultants in servicing Commercial Lines CertSecure accounts, managing certificate of insurance data, and ensuring compliance with insurance requirements.
Role type
Entry-level Account Administrator (Certificate Management)
Builds
Certificate of insurance data and compliance reports for commercial insurance clients
Domain
Insurance / Risk Management
Deliverable
dashboards & analysis
Required skills
Data extraction, contract review, data entry, Microsoft Office (Excel, Word, PowerPoint), industry knowledge
Preferred skills
P&C insurance license, bilingual English/Spanish, driver's license
Technologies
CertSecure, BMS (EPIC), Microsoft Office
Responsibilities
Assist with set-up of new CertSecure clients, extract and audit certificate of insurance data, review contracts for insurance compliance, input/maintain data on account management systems
Seniority
Entry-level, hands-on IC