Risk Strategies Company · 2 months ago
COI Processor (Veterinary-Focused)
United States
Full-time
Remote
Mid Level
$15.48/hr - $18.77/hr
3+ years expRisk Strategies Company is a leading insurance wholesaler and program manager, and they are seeking a COI Processor to ensure compliance and accuracy in insurance documentation. The role involves reviewing requests for Certificates of Insurance, providing technical support, and collaborating with internal teams to resolve discrepancies.
ConsultingFinanceFinancial ServicesInsuranceInsurTech
Responsibilities
Review and interpret requests for Certificates of Insurance to ensure compliance with policy language and contractual obligations
Serve as a technical resource for internal teams and clients on insurance coverage, policy terms, and documentation requirements
Collaborate with Underwriters and Sales Representatives to resolve discrepancies or complex certificate requirements
Input incoming insurance applications and Premium Estimate form into the CRM; ensure completeness of required data
Perform data entry for issuance of policies and request additional information as needed for underwriting review and approval
Sort mail and index scanned mail; distribute to appropriate parties as necessary
Maintain accurate account information and documentation in various systems and databases
Provide training and guidance to junior staff and new team members
Assist with process improvements and help implement best practices for efficiency
Qualification
Required
Strong understanding of insurance language
Attention to detail
Ability to interpret policy coverage in the context of contractual requirements
Proficient in basic Excel functions, including V-lookup, data sorting, and filtering
Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization
Preferred
Associate's degree in a related field preferred; or a minimum of 3 years' experience navigating multiple CRM systems and/or working within business insurance lines, or an equivalent combination of education and relevant experience
Property & Casualty insurance license and/or related insurance coursework desired
Company
Risk Strategies Company
RSC is an insurance brokerage firm that offers employee benefits, consulting, financial, and wealth management solutions. It is a sub-organization of Accession Risk Management Group.
5001-10000 employees
H1B Sponsorship
Risk Strategies Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)
2023 (4)
2022 (3)
2021 (3)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknown2015-10-07Acquired
Leadership Team
Jeff M. Clinkscales
SVP, West Region Private Client Leader
Lawrence Hartley
Senior Vice President
Recent News
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