Insurance Certificate Coordinator

The Hello Team

Remote Insurance Certificate Coordinator managing certificate of insurance requests and supporting existing policyholders. Detail-driven role requiring strong organizational skills and collaboration with Account Managers.

Posted 5/6/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage certificate of insurance requests and support policyholders
Handle incoming email requests and prepare certificates based on system data
Maintain organized tracking of all requests and completions
Collaborate closely with the Account Manager for workflow efficiency
Manage multiple certificate requests simultaneously
Follow up promptly on requests when needed
Communicate with clients regarding inspection requirements or policy updates
Perform other duties related to the position as assigned

Requirements

What you’ll need

Proficient level of English (written and spoken)
Excellent interpersonal and communication skills
Prior insurance experience preferred
Property & Casualty (P&C) experience strongly preferred
Excellent Email etiquette
Exceptional attention to detail and accuracy
Strong multitasking and organizational skills
Highly responsive with clear and timely communication
Strong problem-solving skills and sound judgment
Professional demeanor able to perform effectively under pressure
Strong work ethic with a proactive mindset
Ability to quickly learn new systems, software, and workflows
Proficiency with Microsoft Office (Word, Excel, Outlook)

Benefits

Comp & perks

100% remote work
Great work environment with potential for growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance experienceProperty & Casualty (P&C) experienceattention to detailmultitaskingorganizational skillsproblem-solving skillsjudgmentability to learn new systemsworkflow management

Soft Skills

interpersonal skillscommunication skillsemail etiquetteresponsivenessprofessional demeanorwork ethicproactive mindset