What are the responsibilities and job description for the Certificate Specialist position at The Liberty Company Insurance Brokers, LLC?
Description
Description
At The Liberty Company, we’re redefining what it means to work in insurance. Our forward-thinking, award-winning culture sets us apart, driving incredible growth across our organization. If you’re ready to discover your JOB—the Joy of Being—you might just find it here with us!
We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.
We’re on the lookout for a dynamic Certificate Specialist to join our team in Rocklin, CA. This is a REMOTE opportunity with the ability to work Pacific Time hours. Culture is our priority, so we’re eager to find someone whose personality and passion align with our values. Think you’re a match? Let’s connect!
Position Summary:
The Certificate Specialist will be part of the Commercial Insurance team and help continue delivering exceptional service and accuracy to clients. This position requires great attention to detail in a team-oriented, fast-paced environment.
Essential Duties and Responsibilities:
Minimum Qualifications:
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
Description
At The Liberty Company, we’re redefining what it means to work in insurance. Our forward-thinking, award-winning culture sets us apart, driving incredible growth across our organization. If you’re ready to discover your JOB—the Joy of Being—you might just find it here with us!
We are a team that values entrepreneurship, collaboration, positivity, and wellness. We offer competitive compensation, a robust benefits package, paid time off, holiday pay, continued education support, and company-sponsored programs to promote stress management and community involvement.
We’re on the lookout for a dynamic Certificate Specialist to join our team in Rocklin, CA. This is a REMOTE opportunity with the ability to work Pacific Time hours. Culture is our priority, so we’re eager to find someone whose personality and passion align with our values. Think you’re a match? Let’s connect!
Position Summary:
The Certificate Specialist will be part of the Commercial Insurance team and help continue delivering exceptional service and accuracy to clients. This position requires great attention to detail in a team-oriented, fast-paced environment.
Essential Duties and Responsibilities:
- Provide direct support to the Commercial Insurance team by processing Certificates of Insurance and Evidences of Property Insurance efficiently and accurately.
- Review and interpret insurance requirements from contracts, lenders, and client specifications, ensuring compliance with current policy coverages.
- Identify and escalate any compliance gaps or discrepancies to the Commercial Insurance Account Manager.
- Follow agency standards and best practices to maintain compliance and reduce errors & omissions exposure.
- Assist in promoting and supporting electronic distribution of Certificates and Evidences.
- Identify potential cross-sell, up-sell, or account rounding opportunities during the compliance review process.
- Support the team with miscellaneous duties and projects as assigned — flexibility and teamwork are key.
Minimum Qualifications:
- 2–3 years of experience in a similar role within commercial insurance.
- Construction experience preferred.
- Active Property & Casualty license or willingness to obtain one within your first 90 days.
- Strong attention to detail, accuracy, and organizational skills.
- Ability to work both independently and collaboratively with a positive, proactive attitude.
- Excellent communication skills — clear, precise, and professional, even under deadlines.
- Comfortable prioritizing and making methodical decisions quickly.
- Commitment to continuous learning and professional development (college degree preferred).
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
- Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code,
- 1033 and 1034 to qualify for that role
Salary : $60,000 - $65,000
