Job Details | Insurance Relief

Job Details

« Back to Search Certificates Specialist
Roseville, CA

Date Posted: September 11, 2017
Job Type: Temporary to Hire
Job ID: 278430

Job Description

Certificates Specialist – Commercial Insurance

Our client, an ever growing, independent insurance agency, is looking for a certificates super star.  The Certificates Specialist supports the Commercial Lines Department in processing certificates of insurance forms and other insurance documents in a timely and accurate manner. 


  • Provide support for Account Managers and clients requesting certificate of insurance and/or auto identification cards
  • Compile, process the proper client information needed to issue certificates of insurance
  • Input client information into agency management system to create needed documents
  • Verifies accuracy of data to be entered
  • Review insurance contracts to determine type of certificate and required information
  • Process and print insurance documents
  • Edits, revises and files documents
  • Prepares documents for mail


  • High school diploma or equivalent
  • One to two years computer word processing or secretarial experience
  • 1+ year(s) Property & Casualty brokerage office experience
  • 1+ year(s) processing certificates for commercial insurance
  • Knowledge of agency management system such as TAM, AMS360, Sagitta a plus
  • Knowledge of electronic filing and record management systems
  • Knowledge of computer software including Microsoft Office Suite
  • Must be able to type 45 words per minute
  • Good customer service skills
  • Good oral communication Skills
  • Ability to work under pressure
  • Ability to work in a team setting

Insurance Relief™
As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers and third party administrators to locate and place the best people for positions ranging from entry level to senior management. We invest the time to truly understand what you want to accomplish, and then do our best to find meaningful opportunities.

Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.

Contact us today!, 888-292-4440