Vendor Onboarding Coordinator jobs in United States
cer-icon
Apply on Employer Site
company-logo

Optomi · 1 day ago

Vendor Onboarding Coordinator

Optomi, in partnership with a leading financial services company, is looking for a Commercial Lines Insurance-Vendor Onboarding Coordinator to join their team onsite in Raleigh, NC. The role involves onboarding service providers by leveraging expertise in Certificate of Insurance requirements and ensuring compliance with industry standards.

Information TechnologyRecruiting
Hiring Manager
Melina Bazooband
linkedin

Responsibilities

Provide expert knowledge of property and casualty insurance processes related to coverage requirements
Act as a liaison for reviewing and approving Certificates of Insurance submitted by insurance agents
Translate complex insurance concepts into clear, actionable documentation such as sample COIs
Assist in the development and refinement of Certificate of Insurance standards to match industry benchmarks
Utilize CMMS programs such as Service Channel to review compliance-related documents for onboarding approvals or rejections
Support operational tasks related to onboarding service providers and ensuring compliance

Qualification

Certificate of Insurance SMEVendor Onboarding ExperienceCMMS ExperienceCompliance KnowledgeDocumentation Skills

Required

Certificate Of Insurance SME: 5 years
Vendor Onboarding Experience: 3 years
CMMS Experience (Preferably Service Channel/Fixxbook): 1 year
Knowledgeable and experienced Certificate of Insurance Subject Matter Expert
Background in the commercial property and casualty insurance industry
Focus on Certificate of Insurance coverage requirements per statute and description of services for each type of service provider
Reviewing compliance documents
Translating complex insurance concepts into actionable documentation
Refining standards to align with industry benchmarks

Company

OPTOMI is an IT staffing firm that serves its consultants, clients, and employees through its consultant-focused approach.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Todd Black
COO & Co-Founder
linkedin
leader-logo
Amber Castleberry
Vice President of Talent
linkedin
Company data provided by crunchbase