COI Processor - Business Insurance (Remote)
About The Position
The COI Processor plays a critical role in ensuring compliance and accuracy in insurance documentation. This position is primarily responsible for reviewing requests for Certificates of Insurance (COIs) to verify alignment with policy terms and contractual obligations. The technician produces accurate documentation and provides essential technical support to Underwriters, Sales Representatives, Customer Service Representatives, and clients. This role demands a strong understanding of insurance language, attention to detail, and the ability to interpret policy coverage in the context of contractual requirements. Your Impact: Review and interpret requests for Certificates of Insurance to ensure compliance with policy language and contractual obligations. Serve as a technical resource for internal teams and clients on insurance coverage, policy terms, and documentation requirements. Collaborate with Underwriters and Sales Representatives to resolve discrepancies or complex certificate requirements. Input incoming insurance applications and Premium Estimate form into the CRM; ensure completeness of required data. Perform data entry for issuance of policies and request additional information as needed for underwriting review and approval. Sort mail and index scanned mail; distribute to appropriate parties as necessary. Maintain accurate account information and documentation in various systems and databases. Provide training and guidance to junior staff and new team members. Assist with process improvements and help implement best practices for efficiency.
Requirements
- Associate’s degree in a related field preferred; or a minimum of 3 years’ experience navigating multiple CRM systems and/or working within business insurance lines, or an equivalent combination of education and relevant experience.
- Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
- Proficient in basic Excel functions, including V-lookup, data sorting, and filtering.
Nice To Haves
- Property & Casualty insurance license and/or related insurance coursework desired.
Responsibilities
- Review and interpret requests for Certificates of Insurance to ensure compliance with policy language and contractual obligations.
- Serve as a technical resource for internal teams and clients on insurance coverage, policy terms, and documentation requirements.
- Collaborate with Underwriters and Sales Representatives to resolve discrepancies or complex certificate requirements.
- Input incoming insurance applications and Premium Estimate form into the CRM; ensure completeness of required data.
- Perform data entry for issuance of policies and request additional information as needed for underwriting review and approval.
- Sort mail and index scanned mail; distribute to appropriate parties as necessary.
- Maintain accurate account information and documentation in various systems and databases.
- Provide training and guidance to junior staff and new team members.
- Assist with process improvements and help implement best practices for efficiency.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
101-250 employees
