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Certificate of Insurance Coordinator
Clearwater, FL

 
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- Monday - Friday, Day Shift
- Paid Training, Health, Dental, Vision, and Life Insurance as well as Paid Time Off and Paid Holidays! 
This is a fun, challenging, and motivating work environment with a career path and opportunities for growth!
 
Summary: 
We are seeking a detail-oriented professional to support the creation, review, and maintenance of Certificates of Insurance (COIs) for our accident and health insurance products. This role ensures that all COIs are accurate, compliant with regulatory standards, and aligned with product specifications.

Essential Duties and Responsibilities:
- Draft and format COIs for new and existing accident and health insurance products.
- Collaborate with product managers, underwriters, and legal/compliance teams to ensure accuracy and regulatory compliance.
- Maintain templates and documentation standards for COIs.
- Assist in filing COIs with state departments of insurance as needed.
- Monitor regulatory changes that may impact certificate language or structure.
- Support audits and internal reviews related to policy documentation.
- Build Training for various internal departments based on the certificate language.

Other Responsibilities:
- Adheres to the policies and procedures of Company
- Maintains strict confidentiality of client, company and personnel information
- Demonstrates a strong commitment to the mission and values of the organization
- Adheres to company attendance standards
- Performs other duties as assigned

Supervisory Responsibilities:   None
 
Competencies:
- Strong organizational, interpersonal and motivational skills
- Excellent written and verbal communication skills
- Detail oriented
- High level of reasoning and analytical skills
- Ability to multi-task and work independently 

Qualifications:
- 2+ years of experience in insurance documentation, compliance, or product support.
- Familiarity with accident and health insurance products preferred.
- Strong attention to detail and excellent written communication skills.
- Proficiency in Microsoft Word and document formatting tools.

Education and/or Experience:
- Bachelor’s degree in insurance, business, or a related field or equivalent experience.

Certificates, Licenses, Registrations: None required


Computer Skills:
Proficiency using software programs such as MS Word, ACCESS, PowerPoint, Excel and Outlook.
 
Environmental Factors/Physical Demands:
Work is performed in an office environment. While performing the duties of this job, the employee is regularly required to have the ability to maintain active customer and employee communication; access, input and retrieve information from the computer system; enter alpha-numeric data into a computerized system often while listening on the telephone. May be subject to repetitive motion such as typing, data entry and vision to monitor. May be subject to bending, reaching, kneeling, stooping and lifting up to thirty (30) pounds.

 
Other Duties:

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.  Duties, responsibilities, and activities may change at any time with or without notice.
 
At-Will Employment (Florida):

Employment with Southern Guaranty Insurance is “at-will.” This means that employment is for an indefinite period of time and may be terminated by either the employee or the employer at any time, with or without cause or notice, and for any reason or no reason at all, in accordance with Florida law. Nothing in this job description or any other document should be interpreted as a contract of employment.


 
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Certificate of Insurance Coordinator
Clearwater, FL

 
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