Receptionist/CL Insurance Certificate Processor

Job ID
# of Openings
Office Location
2913 Pullman St
Location : Location
US-CA-Santa Ana


AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.



Operates multi-line telephone system to answer incoming calls and directs callers to appropriate personnel by performing the following duties.  Other duties will include issuing new and renewal certificates of insurance for commercial line clients. Provides professional, courteous and efficient service to clients in support of Client Service Representatives and Producers


Essential Duties and Responsibilities:

  • Follows company policies and procedures with respect to all essential duties and responsibilities of the job.
  • Answers incoming telephone calls, determines purpose of callers, and forwards calls to appropriate personnel or department. Takes and delivers messages or transfers calls to voice mail when appropriate personnel are unavailable. Answers questions about organization and provides callers with address, directions, and other information. Retrieves messages from voice mail and forwards to appropriate personnel.
  • Welcomes on-site visitors, determines nature of business, and announces visitors to appropriate personnel. Maintains lobby appearance. Monitors visitor access when required.
  • Assists with sorting and routing mail as needed. Processes incoming and outgoing mail and UPS/FedEx packages.
  • Orders, receives, and maintains office supplies. Orders business cards and specialty printed materials for the office.
  • Processes binder requests for service staff.
  • Performs other clerical duties as needed, such as filing, photocopying, and collating.
  • Retrieves and routes incoming faxes and bulk mail that comes in through email.
  • Prepare certificate templates based on the policy type and coverage bound. This may be provided by the CSR assigned to the account for new and renewal accounts or the insured may request this directly.
  • When specific forms are required for certificate(s), Cert CSR will work with Account CSR (if needed) on the account to obtain any and all forms.
  • Handles Certificate Holder lists for new and renewal accounts.
  • Issuance of certificates handled, on a daily basis, delivery to insured and certificate holder as preferred by requester(s).
  • Send letters to clients in advance for review for issuance of timely renewal certificates.
  • Communicate with supervisor on any issues to ensure excellent customer service.
  • Answer telephone in a professional manner while taking client inquiries and research and answer questions based on their insurance needs


Minimum Qualifications, Education and/or Experience:


We're looking for a team player who is a self-starter with excellent verbal and written communication skills. The ability to multi-task with excellent organizational skills and be detail oriented.

Should have knowledge of commercial insurance policies, forms, and endorsements.

Ability to use personal computer, agency automation systems and various software programs, including but not limited to Microsoft Outlook, Word, and Excel.



  • Monday to Friday – 8:00 AM – 4:30 PM


  • Insurance: 1 year (Preferred)


  • Property & Casualty License (Preferred)

Work Location:

  • One location

Benefit Conditions:

  • Waiting period may apply
  • Only full-time employees eligible

Work Remotely:

  • No

COVID-19 Precaution(s):

  • Personal protective equipment provided or required
  • Temperature screenings
  • Social distancing guidelines in place
  • Virtual meetings
  • Sanitizing, disinfecting, or cleaning procedures in place




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