Certificate Specialist

Marsh•Anchorage, AK

18d

About The Position

As a Certificate Specialist on the Leadbetter team, the primary focus is to issue certificates of insurance for the Business Insurance department in accordance with the objectives and procedures outlined by the director of client services and the business insurance trainer.

Requirements

A successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
A high school diploma and 1 year experience in a professional office setting performing duties which required a high level of attention to detail.
Obtain and maintain a valid Alaska Business Insurance License.
Proficient in Microsoft Office software (Word, Excel, and Outlook) with the ability to operate standard office equipment is required.
Skill in organizing resources and establishing priorities.
Ability to work in a supporting role with a variety of associates.
Demonstrate the ability to resolve problems and present results neatly, with clarity and precision in oral and written form.

Responsibilities

Administer all aspects of certificates:
Process and issue certificates of insurance daily which accurately reflect coverages and policy terms based upon written requests
Review client policies to determine proper limits, coverages, and deductibles
Copy and distribute/mail documents when requested
Maintain client files in document management system
Maintain client portal records as it pertains to certificates
Assist in the processing of final audits
Produce word and excel documents and spreadsheets to maintain records
Provide excellent customer service
All other duties as assigned