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Commercial Lines Certificate Processor

Company: Tutton Insurance Services - An AssuredPartners Com
Location: Yorba Linda
Posted on: January 10, 2022

Job Description:

Tutton Insurance Services, a division of AssuredPartners, is seeking a Commerical Lines Insurance Certificate Processor to join their team!Salary: $18-20 per hour with full benefits (health, dental, vision, 401k, PTO and more)Work Hours: Monday through Friday, 7AM - 3:30PM or 8AM - 4:30PM in office with a 30 minute lunch.Our Office Location: 2913 S Pullman Street - Santa Ana, CA 92705AssuredPartners has Excellent Benefits, including:401K + matchDental, Medical, Vision InsuranceHSA and FSA optionsEmployer-paid life insurance, Voluntary life insurance, Employer-paid short-term and long-term disability insurancePaid time-off, Paid holiday, and Paid Training/Licensing in Property and CasualtyPosition Summary:Issues new and renewal certificates of insurance for commercial line clients. Provides professional, courteous and efficient service to clients in support of Client Service Representatives and Producers.Essential Duties and Responsibilities:Retrieves and routes incoming faxes and bulk mail that comes in through email.Prepare certificate using templates based on the policy type and coverage bound. This may be provided by the CSR assigned to the account for new and renewal accounts or the insured may request this directly.When specific forms are required for certificate(s), Cert CSR will work with Account CSR (if needed) on the account to obtain any and all forms.Handles Certificate Holder lists for new and renewal accounts.Issuance of certificates handled, on a daily basis, delivery to insured and certificate holder as preferred by requester(s).Sends letters to clients in advance for review for issuance of timely renewal certificates.Communicates with supervisor on any issues to ensure excellent customer service.Minimum Qualifications, Education and/or Experience:We're looking for a team player who is a self-starter with excellent verbal and written communication skills.Must have completion of a Bachelor's DegreeMust have the ability to multi-task with excellent organizational skills and be detail-oriented.A Property & Casualty License is preferred, otherwise you will recieve paid training/licensing.Knowledge of commercial insurance policies, forms and endorsements is highly preferred.Ability to use personal computer, agency automation systems and various software programs, including but not limited to Microsoft Outlook, Word, and Excel.About AssuredPartners:AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.#a

Keywords: Tutton Insurance Services - An AssuredPartners Com, Yorba Linda , Commercial Lines Certificate Processor, Other , Yorba Linda, California

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