Certificate Technician

GallagherTorrance, CA
Hybrid

About The Position

The Certificate Technician provides centralized support across Southern California, managing the processing of certificates of insurance and policy endorsements for a diverse portfolio of clients. This role requires strong attention to detail, the ability to balance client requests with internal priorities, and the flexibility to adapt to changing timelines and shifting demands. Keenan, now a part of Gallagher, is an insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities and California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation, loss control, financial, and property & liability. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.

Requirements

  • High school diploma and 1 year experience required.
  • Working knowledge of Microsoft Windows applications and Microsoft Office.
  • Thorough knowledge of office procedures.
  • Minimum of one (1) year administrative and/or insurance experience.
  • Excellent written and verbal communication skills.
  • Must be organized and detail oriented.

Nice To Haves

  • Active Property & Casualty License preferred (if not licensed, must secure within 90 days from date of hire).

Responsibilities

  • Support the service team and our clients with requests for certificates of insurance, endorsements, contract reviews, etc.
  • Review and analyze insurance requirements in contracts against coverage.
  • Identify and communicate compliance gaps
  • Accurately process certificates of insurance to include contract and coverage review as needed
  • Manage the annual certificate renewal process
  • Provide Auto proof of coverage
  • Review coverage endorsements
  • Process property endorsements
  • Occasionally attend meetings, as needed
  • Develop and maintain client relationships
  • Be accessible for phone inquiries
  • Actively engage in learning by studying insurance industry trends and seeking out self-directed learning to increase

Benefits

  • Medical/dental/vision plans, which start from day one!
  • Life and accident insurance
  • 401(K) and Roth options
  • Tax-advantaged accounts (HSA, FSA)
  • Educational expense reimbursement
  • Paid parental leave
  • Digital mental health services (Talkspace)
  • Flexible work hours (availability varies by office and job function)
  • Training programs
  • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
  • Charitable matching gift program
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