
COI Processor – Business Insurance
One80 Intermediaries
full-time
Posted on:
Location Type: Remote
Location: Illinois • United States
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Salary
💰 $15 - $19 per hour
About the role
- 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.
Requirements
- 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.
- Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
- Proficient in basic Excel functions, including V-lookup, data sorting, and filtering.
- Property & Casualty insurance license and/or related insurance coursework desired.
Benefits
- Health insurance
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryCRM systemsExcelV-lookupdata sortingdata filtering
Soft Skills
interpersonal skillscommunicationcollaborationtrainingguidanceprocess improvement
Certifications
Property & Casualty insurance license