DUAL North America · 1 day ago
Certificate Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expHowden US is a global insurance broker that is redefining its business model and is looking for a Certificate Specialist to join their team. The role involves supporting the issuance of client insurance documents, ensuring accurate and timely delivery of Certificates of Insurance and Auto ID cards, and collaborating with various teams to meet client expectations and compliance standards.
CommercialFinancial ServicesInsurance
Responsibilities
Review COI requests to determine requirements, delivery method, and client expectations
Obtain necessary carrier endorsements to support accurate COI issuance
Ensure timely delivery of COIs in line with compliance and service standards
Process Auto ID card requests based on fleet and/or vehicle-specific needs
Coordinate issuance with carriers and ensure proper documentation is maintained
Coordinate the issuance and delivery of renewal COIs and auto ID cards to clients
Track renewals to ensure deadlines are met and documentation is complete
Maintain accurate records of issued COIs and Auto ID cards for audit and compliance purposes
Support adherence to regulatory requirements and company policies in document issuance
Partner with account management teams to clarify requirements and resolve issues
Communicate with carriers as needed to secure endorsements and verify documentation
Qualification
Required
Bachelor's degree in Business, Insurance, or related field; or equivalent work experience
2+ years of insurance operations or document issuance experience
Proficiency in Microsoft Office and experience with insurance systems (Epic, AMS360, or similar)
Demonstrated communication and customer service skills in a professional office environment
Organizational Skills: Ability to manage multiple COI and Auto ID requests with varying deadlines
Attention to Detail: Essential for ensuring documents are issued accurately and align with carrier endorsements and client requirements
Communication Skills: Strong written and verbal skills for coordinating with account teams, carriers, and clients regarding issuance needs
Regulatory Knowledge and Compliance Awareness: Understanding of carrier and state requirements for certificates of insurance and auto ID cards
Computer Skills: Proficiency with Microsoft Excel and billing/insurance systems (e.g. Epic, AMS360, or similar)
Problem-Solving: Ability to resolve discrepancies in requests or endorsements and escalate issues appropriately
Technical Skills: Proficiency in Microsoft Office and insurance systems (e.g., Epic, AMS360, or similar) to generate and track documentation
Preferred
Familiarity with COI and Auto ID card requirements preferred
Benefits
Personal development
Volunteering
Fundraising for charity
Creating new insurance products that address society’s greatest challenges
Reasonable accommodations
Company
DUAL North America
DUAL North America offers commercial property, financial, and casualty services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Johnson
Chief Executive Officer
Recent News
2025-10-21
2025-10-20
Coverager - Insurance news and insights
2025-03-18
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