Marsh McLennan Agency · 19 hours ago
Certificate Specialist
San Diego, CA
Full-time
Onsite
Entry Level
$34K/yr - $64K/yr
1+ years expMarsh McLennan Agency is a company focused on providing insurance solutions, and they are seeking a Certificate Specialist to process and issue Certificates of Insurance. The role involves administering certificates, maintaining client records, and ensuring excellent customer service.
Employee BenefitsHealth CareInsuranceRetirement
Hiring Manager
Claudia Jenkins
Responsibilities
Administer all aspects of Certificates
Process and issue Certificates of Insurance daily which accurately reflect coverages and policy terms based upon written requests
Prepare annual renewals of certificates on a monthly basis
Review and research client policies to determine proper limits, coverages and deductibles
Copy and distribute/mail documents when requested
Maintain client files in document management system
Maintain client portal records as it pertains to certificates
Provide certificates copies to carriers on a quarterly basis
Produce Word and Excel documents and spreadsheets to maintain records
Provide excellent customer service by keeping daily contact with clients, Client Managers, Client Executives, and insurance companies
All other duties as assigned
Qualification
Required
Successful work history to include 1 year experience in a professional office setting performing duties which required a high level of attention to detail
Proficiency with personal computers and Microsoft Office applications (i.e., Word and Excel) with the ability to operate standard office equipment is required
Skill in organizing resources and establishing priorities
Ability to work in a supporting role with a variety of associates
Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form
Benefits
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
Business Wire
2026-02-02
2026-01-23
2025-12-09
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