Certificate Technician- Commercial Insurance

Location:  This role requires a hybrid work schedule out of our Fresno, CA office, 2 days a week in office.

SUMMARY:

• Examine insurance requirements in order to create and deliver accurate and complete certificates of insurance
• Follow up with team members through Email and phone to collect additional information needed.
• Follow established certificate processing guidelines and procedures accurately and efficiently
• Perform front desk / Word Processing administrative duties for “back up” purposes.
• Perform Administrative duties / special projects on an “as needed” basis.
In the performance of these tasks and all duties the Certificate Technician/Admin Associate is expected to conform to the following:
• Perform quality work within deadlines with or without direct supervision;
• Interact professionally with other employees and clients;
• Work effectively as a team contributor;
• Work independently while understanding the necessity for communicating and coordinating work efforts with others.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Certificate Technician
• Evaluates relevant client policy information and accurately performs data entry in applicable software, producing the appropriate certificates of insurance within specified deadlines;
• Reviews discrepancies in data received, requests clarification or advises supervisor of issues related to data and performs data verification routines in accordance with company and departmental procedures;
• Interacts with departmental and other coworkers on matters affecting data and work flow and makes recommendations for improvement or enhancement to job processes;
• Other duties may be assigned.

KEY COMPETENCIES:

• LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write business correspondence, and procedure manuals.

• MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra.

• REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variable in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

EDUCATION and/or EXPERIENCE:

• One or two years of college or related experience; or equivalent combination of education and experience. College degree desired.

• California Fire and Casualty Broker License preferred

• Must have in-depth working knowledge of a variety of Microsoft Office computer software applications in word processing, and spreadsheets

• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.

• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit for extended periods of time; walk; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

WORK ENVIRONMENT and ENVIRONMENTAL CONDITIONS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

The national average hourly rate is $21.00 p/h to $30.00 p/h depending on location and is and exclusive of any bonuses or benefits. The hourly rate offered will be determined based on your experi