Certificate Coordinator (P&C) (Hybrid after training)

We’re working with a well-established insurance brokerage that is looking to add a Certificate Coordinator to support their Property & Casualty team. This role is ideal for someone who thrives in a detail-driven environment and enjoys working behind the scenes to ensure accuracy, compliance, and smooth day-to-day operations.

Location: San Diego, CA – in-office during training, then hybrid optional
Salary: Salary: $60,000–$75,000

Responsibilities

• Issuing certificates of insurance for renewals, new business, and daily requests
• Reviewing contract requirements to ensure certificates are issued accurately and compliantly
• Maintaining and updating certificate tracking spreadsheets (certificate holders, named insureds, addresses, etc.)
• Updating templates, named insured information, and endorsements within the certificate system
• Reviewing policy details to determine appropriate endorsements and requesting updates as needed
• Sending current certificate requirements and contracts to confirm coverage compliance
• Processing and requesting necessary forms and endorsements
• Providing support and backup for all certificate-related workflows
• Assisting with front desk responsibilities and cross-functional team support as needed

Qualifications:

• Insurance industry experience (P&C preferred)
• Certificate Management Systems (experience preferred)
• Microsoft Office (Excel, Word, Outlook)
• Strong attention to detail and commitment to accuracy
• Highly organized with the ability to manage multiple priorities
• Ability to review contracts and apply coverage requirements appropriately
• Strong written and verbal communication skills
• Team-oriented mindset with a collaborative approach
• Ability to handle confidential information with professionalism
• Positive attitude and strong work ethic