Service Processing Specialist, Commercial Lines Support

Service Processing Specialist, Commercial Lines Support

Role Summary
Provide day to day back-office support for commercial lines account managers by managing certificate requests, policy checking, accurate data entry, and time sensitive follow ups including audits and cancellation prevention. The role reduces administrative workload so U.S. based CSRs and account managers can focus on client conversations and higher value work.

Primary Responsibilities

• Certificate of Insurance Support
  a. Triage certificate requests from inbox or ticket queue
  b. Confirm insured, holder, holder address, required wording, and special instructions
  c. Request certificates from carriers or generate certificates only when permitted by agency process and authority
  d. Track status, follow up, and deliver certificates using approved templates
  e. Maintain a simple log or task record for turnaround time and com...