Demo

Commercial Insurance Certificates Specialist

RealREPP
San Diego, CA Full Time
POSTED ON 4/9/2026
AVAILABLE BEFORE 5/7/2026
Certificate Coordinator

Summary

Our client, a well-established and growing insurance brokerage, is seeking a detail-oriented Certificate Coordinator to join their team. This individual will play a key role in supporting certificate issuance and compliance efforts across commercial lines accounts, working closely with internal teams to ensure accuracy, timeliness, and a high level of client service.

This is an excellent opportunity for someone with insurance experience who enjoys working in a fast-paced, process-driven environment with strong team collaboration.

Training, resources, and ongoing professional development will be provided to support success in this role.

Key Responsibilities


  • Issue certificates of insurance for renewals, new business, and day-to-day service requests across commercial lines accounts.
  • Review contracts and insurance requirements to ensure certificates are issued accurately and in compliance with client obligations.
  • Maintain and update certificate tracking systems, including certificate holders, named insureds, and related data.
  • Update templates, endorsements, and policy-related information within the certificate management system.
  • Review policy documents to identify appropriate endorsements and request updates as needed.
  • Coordinate with internal teams to ensure coverage aligns with contractual requirements.
  • Maintain and update required forms and documentation to support certificate processing.
  • Provide backup support for certificate-related workflows and assist other departments as needed.
  • Support occasional administrative or front desk responsibilities when required.


Qualifications


  • High school diploma or equivalent required.
  • Prior insurance industry experience preferred (commercial lines experience is a plus).
  • Proficiency in Microsoft Office and general computer applications.
  • We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.*

Salary : $60,000 - $75,000

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