Certificate Specialist, Construction Practice

The Baldwin Group

2d • $70,000

About The Position

The Certificate Specialist, Construction provides professional-level support to construction clients by managing certificate of insurance requests and ensuring compliance with contractual and regulatory requirements. This role requires independent judgment to interpret certificate language, assess client needs, and collaborate with internal teams and external stakeholders. The incumbent plays a critical role in maintaining client satisfaction and mitigating risk through accurate and timely documentation. Position Summary The Certificate Specialist, Construction provides professional-level support to construction clients by managing certificate of insurance requests and ensuring compliance with contractual and regulatory requirements. This role requires independent judgment to interpret certificate language, assess client needs, and collaborate with internal teams and external stakeholders. The incumbent plays a critical role in maintaining client satisfaction and mitigating risk through accurate and timely documentation.

Requirements

• Ability to interpret insurance requirements and apply judgment to certificate issuance.
• Strong organizational skills and attention to detail.
• Effective written and verbal communication skills for client and internal interactions.
• Proficiency in Microsoft Office Suite and ability to learn agency management systems.
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Nice To Haves

• Bachelor’s degree in business, risk management, or related field preferred.
• 0–2 years in insurance, risk management, or construction-related roles; internship or relevant coursework acceptable.
• Property & Casualty license may be required or obtained within designated timeframe.

Responsibilities

• Review and analyze certificate requests for compliance with client contracts, insurance requirements, and risk management standards.
• Exercise judgment in determining appropriate coverage representation and escalate complex issues to senior team members when necessary.
• Serve as a resource for clients and internal teams by explaining certificate requirements and resolving inquiries.
• Maintain accurate documentation in agency management systems and ensure adherence to internal controls and compliance protocols.
• Collaborate with account managers and brokers to support construction clients’ operational needs and project timelines.
• Contribute to process improvements and recommend enhancements to certificate workflows for efficiency and accuracy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level