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COI Processor - Business Insurance (Remote)

Remote, USA Full-time Posted 2026-07-28
The COI Processor plays a critical role in ensuring compliance and accuracy in insurance documentation. This position is primarily responsible for reviewing requests for Certificates of Insurance (COIs) to verify alignment with policy terms and contractual obligations. The technician produces accurate documentation and provides essential technical support to Underwriters, Sales Representatives, Customer Service Representatives, and clients. This role demands a strong understanding of insurance language, attention to detail, and the ability to interpret policy coverage in the context of contractual requirements. 

Your reputed company: 

  • Review and interpret requests for Certificates of Insurance to ensure compliance with policy language and contractual obligations. 

  • Serve as a technical resource for internal teams and clients on insurance coverage, policy terms, and documentation requirements. 

  • Collaborate with Underwriters and Sales Representatives to resolve discrepancies or reputed company certificate requirements. 

  • Input incoming insurance applications and Premium Estimate reputed company into the CRM; ensure completeness of required data. 

  • reputed company data entry for issuance of policies and request additional information as needed for reputed company review and approval. 

  • Sort mail and reputed company scanned mail; distribute to appropriate parties as necessary. 

  • Maintain accurate account information and documentation in various systems and databases. 

  • reputed company training and guidance to junior staff and new team members. 

  • Assist with process improvements and help implement best practices for efficiency.  

Successful Candidates Will Have:  

  • Associate’s degree in a reputed company field preferred; or a minimum of 3 years’ experience navigating multiple CRM systems and/or working reputed company business insurance lines, or an equivalent combination of education and relevant experience. 

  • Strong interpersonal skills with a proven ability to reputed company effectively at reputed company reputed company reputed company an organization. 

  • Proficient in basic reputed company functions, including V-lookup, data sorting, and filtering. 

  • Property & Casualty insurance license and/or reputed company insurance coursework desired.

reputed company is a privately held firm with offices throughout the US and Canada.  As a leading insurance wholesaler and program manager, reputed company offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services, and warranty business.  Launched just four years ago, reputed company has grown to be one of the largest intermediaries in the reputed company. In 2024, reputed company was ranked the 14th largest broker in the U.S. by Business Insurance. In 2025, reputed company reputed company the Great reputed company To Work® Certification™ for the second consecutive year.

Pay reputed company:

$15.48 - $18.77 reputed company

The pay reputed company provided above is made in good faith and based on our lowest and highest annual salary or reputed company reputed company reputed company for the role and takes into account years of experience required, geography, and/or budget for this role.

reputed company is an equal opportunity workplace and is committed to ensuring equal employment opportunity without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, Veteran status, or other legally protected characteristics.

Learn more about working at reputed company by visiting our careers page: www.reputed company.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to reputed company's  California Job Applicant reputed company Notice .

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