What are the responsibilities and job description for the Insurance Certificate & Claims Coordinator position at Insurance Services Group?
Benefits:
- Health insurance
- Paid time off
- Vision insurance
- Company parties
- Competitive salary
- Dental insurance
About Us
Insurance Services Group, LLC (ISG) is a growing independent insurance agency dedicated to providing exceptional customer service and insurance expertise to businesses and individuals. We take pride in building strong client relationships, delivering dependable service, and helping our clients protect what matters most.
We are looking for an experienced, detail-oriented insurance professional to join our team in a key service role supporting our commercial insurance clients and assisting with claims management.
Position Summary
The Insurance Services & Claims Coordinator is responsible for preparing and issuing certificates of liability insurance, providing evidence of insurance, and coordinating the reporting and management of insurance claims. This position plays an important role in delivering timely, accurate service to our clients while helping ensure claims are reported, documented, and followed through appropriately.
The ideal candidate has at least 3–5 years of insurance industry experience, strong organizational skills, excellent attention to detail, and the ability to manage multiple priorities in a fast-paced office environment.
Key Responsibilities
Certificate & Evidence of Insurance Processing
- Prepare, review, and issue certificates of liability insurance in a timely and accurate manner.
- Process evidence of insurance requests for property, auto, and other applicable coverage.
- Review insurance policies and endorsements to ensure certificates and evidence accurately reflect existing coverage.
- Respond to certificate holder, lender, property manager, contractor, and client requests.
- Maintain accurate documentation and records within the agency management system.
- Communicate with account managers, producers, clients, and insurance carriers to resolve coverage documentation questions.
- Monitor incoming requests and prioritize time-sensitive service needs.
Insurance Claims Coordination
- Assist clients with reporting new property, liability, auto, and other insurance claims to the appropriate carrier.
- Gather claim information, document loss details, and ensure claims are submitted promptly.
- Communicate with insurance carriers and claims adjusters regarding claim status and outstanding information.
- Follow up on open claims and help facilitate communication between clients, carriers, and adjusters.
- Maintain organized claim files, correspondence, and supporting documentation.
- Identify claims requiring additional attention and escalate complex, delayed, or significant losses to the appropriate agency personnel.
- Provide clients with professional, responsive service throughout the claims process.
Qualifications & Skills
- 3–5 years of insurance industry experience required.
- Working knowledge of property and casualty insurance, including commercial insurance terminology and coverage concepts.
- Experience issuing certificates of liability insurance and evidence of insurance preferred.
- Previous experience reporting, documenting, or coordinating insurance claims preferred.
- Strong attention to detail and commitment to accuracy.
- Excellent organizational, time-management, and follow-through skills.
- Ability to work efficiently on a computer, navigate multiple systems, and manage a high volume of requests.
- Strong written and verbal communication skills.
- Professional, customer-focused approach when working with clients, carriers, and colleagues.
- Ability to prioritize competing deadlines and work independently while contributing to a team.
- Proficiency with Microsoft Office and insurance agency management systems preferred.
What We Offer
- Competitive compensation based on experience.
- Full benefits package.
- Paid time off and holidays.
- Consistent Monday–Friday schedule, 8:00 AM–4:30 PM.
- A professional, team-oriented work environment.
- Opportunity to grow with an expanding independent insurance agency.
- A role where accuracy, initiative, and excellent customer service make a meaningful difference.
Join Our Team
If you are an experienced insurance professional who takes pride in accuracy, organization, and helping clients navigate their insurance needs, we would love to hear from you.
Apply today to join Insurance Services Group and become part of a growing agency committed to providing a higher level of customer service.
Salary : $25 - $33