Commercial Assistant & Certificate Specialist North Carolina

Salisbury , NC $50,000.00 - $60,000.00 / Annual

Description

OVERVIEW
To provide prompt, accurate, courteous service to our customers, Account Managers, Risk Advisors, and company personnel. To grow and develop your talents and insurance knowledge to the highest level possible. To provide with a good attitude, a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts.


DUTIES | ACTIVITIES
Certificates
Prepare evidence of property, certificates of liability, auto, and equipment certificates.

Process 30-day notice of cancellation change requests with carriers and update Acord applications in agency management system when required on certificate of insurance.

Prepare and process all requests for proof of coverage as required within 24 hours of request.

Keep certificate forms spreadsheet and company forms files for certificates updated for the Commercial Lines department in the Scan Folder on shared drive.

Obtain underwriter approval on manuscript endorsements as well as customer approval for endorsements with additional premium charges to meet certificate requirements.

Process Commercial Account loss payee and mortgage holder changes to meet certificate requirements.


Processing
Process renewals in agency management system and provide renewal comparisons to Risk Advisor/Account Manager as needed.

Send Policies by email to insureds or organize outgoing policies in binders/folders for agents to deliver or to mail to insured.

Process audits & endorsements in agency management system and address any errors with Account Manager and carrier, as needed.

Process changes with carriers and follow agency management system workflows as requested by Account Manager.

Process policies in management system and provide renewal comparison to Account Manager and Risk Advisor indicating any changes or issues.

Process driver changes and MVR review requests.

Process FS1 requests with carriers.

Obtain underwriter approval on manuscript endorsements as well as customer approval for endorsements with additional premium charges.

Process commercial account loss payee and mortgage holder changes.

Prepare account summaries of insurance for upcoming renewal reviews.


BENEFITS
Hybrid work environment, medical benefits, retirement, agency contributes 8% of employees salary


About Criterion Executive Search, Inc.

For 45 years Criterion Executive Search has been recognized as one of the nation’s leading executive staffing and recruiting firms. As one of Tampa, FL first recruiting & staffing agencies we have been privileged to work with leading companies throughout the state of Florida. Those same strategic partnerships have allowed us to perfect our personalized, life-cycle approach to placing the ideal candidates with their ideal companies.

Our innovative individualized placement strategies allow us to match Insurance professionals with companies throughout the country, and beyond. Each of our job placement specialists has a minimum of two years in the recruiting industry and an average of nearly 15 years of experience. Each recruiter has their own, personal, and direct experiences within their specialization.

You may expect complete confidentiality at all times during the hiring process; a key element to the success of our business. In today's age we understand that our client's privacy is of the utmost importance.

Contact the Criterion Executive Search office to speak with a recruiter about this job now or find out more about other job placement opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

©2026 Criterion Executive Search. An Equal Opportunity Employer. Veteran Owned.


Job Id Number : 11506
Staffing Industry : Insurance
Contact Debbie Sanderson in our Tampa, FL office for questions or to apply for the Commercial Assistant & Certificate Specialist North Carolina job today;

INS Insurance
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