Certificate Specialist - Construction

The Baldwin Group

5d

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. The role requires independent judgment to interpret certificate language, assess client needs, and collaborate with internal teams and external stakeholders. The incumbent helps maintain client satisfaction and mitigate risk by providing 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.
• 1–3 years in insurance, risk management, or construction-related roles; internship or relevant coursework is acceptable.
• Property & Casualty license may be required or obtained within a designated timeframe.

Nice To Haves

• Bachelor’s degree in business, risk management, or a related field.

Responsibilities

• Review and analyze certificate requests for compliance with client contracts, insurance requirements, and risk management standards.
• Determine appropriate coverage representation and escalate complex issues to senior team members when necessary.
• Explain certificate requirements to clients and internal teams, and resolve inquiries.
• Maintain accurate documentation in agency management systems and adhere 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
• Education Level: No Education Listed