Certificate Specialist

Lockton•Dallas, TX

About The Position

This role is responsible for managing and issuing certificates of insurance, ensuring data accuracy within the system, and providing essential support to account teams and clients. The Certificate Specialist plays a key role in maintaining compliance and delivering high-quality service.

Requirements

Minimum of two (2) years of prior service industry experience (customer service, banking, clerical/administrative roles).
Working knowledge of Microsoft office products.
Professional written and verbal communication skills, with the ability to communicate to all levels of Associates and/or Clients.
Ability to effectively manage multiple tasks and work in a deadline-driven environment.
Strong attention to detail and accuracy.
Have a passion for providing the highest level of service to clients and fellow associates.
Interest in professional growth and developing a long-term career at Lockton.

Responsibilities

Complete, review, and issue certificates of insurance as requested by account team(s).
Import certificates into the system and record new client information.
Make necessary modifications to accounts to accurately reflect current data.
Prepare auto identification cards for the respective account team.
Fulfill daily certificate requests for each client by following Lockton’s quality procedures to ensure compliance.
Obtain flood determinations, as needed, by unit for insured locations.
Prepare correspondence and/or make calls to account team, certificate holders, or clients in a timely and professional manner.
Utilize technical resources to manage and retain all correspondence.
Protect the confidentiality of position, company, and client information.
Assist with other technical and clerical duties as requested by leadership.