Insurance

• Certificate of Insurance (COI) Management
• Issue 40–60 COIs per day across the entire agency; support up to 200+ on high-volume days
• Process COI renewals (“one-click” renewals already in the system).
• Send new or updated proof of insurance once the master certificate is completed
• Batch-send renewal COIs when updated Excel lists are received
• Identify and attach required endorsements (e.g., blanket AI, primary waiver)
• Apply correct legal wording—working closely with Operations for review during the early training phase
• Perform related data entry for all certificates
• Cross-check policy binders for dates, limits, carriers, coverages, and accuracy
• Notify agents of discrepancies—serving as the “second set of eyes,” never altering carrier data
• Update policy numbers and attach full policy documents into the AMS
• Create master certificate templates
• Send full policy documents and proof of insurance to insureds
• Process auto changes (add/delete vehicles or drivers).
• Process address changes (mailing/physical).
• Request and relay loss runs.
• Notify carriers of change requests and update AMS once endorsements arrive.
• Manage requests coming via email or internal task system.
• Maintain open communication with Operations—report issues, ask questions, and share discrepancies promptly

Insurance Admin Specialist

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Insurance Agent, EZLynx

Mortgage Insurance Administrator

Insurance Verification Specialist