Our agency is actively seeking an independent agency/direct insurance company experienced Commercial Insurance Compliance Coordinator that has an active New York State Property & Casualty license to support certificate of insurance (COI) processing, contract compliance review, and commercial lines servicing operations. This role is responsible for issuing and managing certificates, reviewing contractual insurance requirements, tracking renewals and compliance documentation, and ensuring accuracy across all client and carrier communications. The ideal candidate has deep knowledge of commercial insurance coverages, ACORD forms, and contractual risk transfer requirements, with strong attention to detail and the ability to work independently in a remote environment.
Salary Range: $21.00 - $26.00 per hour
Hourly Base Salary Based on Experience
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Disability Insurance
Life Insurance
Flexible Schedule
Retirement Plan
Responsibilities
Review client contracts, leases, vendor agreements, and subcontractor agreements to identify insurance requirements and compliance obligations.
Issue certificates of insurance (COIs), endorsements, and related documentation accurately and timely.
Manage certificate lifecycle activities including renewals, expirations, follow-up requests, and compliance tracking.
Verify policy coverage and endorsements against contractual requirements.
Interpret insurance policy language and communicate coverage details to internal teams, clients, and third parties.
Process and maintain ACORD forms and supporting documentation.
Ensure compliance with carrier guidelines, client requirements, and applicable industry regulations.
Track and manage compliance data using Excel, agency management systems, and proprietary platforms.
Coordinate with account managers, producers, carriers, and clients to resolve discrepancies and obtain required documentation.
Maintain organized electronic records and audit-ready files.
Stay current on commercial insurance regulations, certificate requirements, and best practices.
Identify opportunities to improve certificate processing workflows, efficiency, and quality control.
Required Skills & Qualifications:
Strong proficiency with Certificate ACORD forms and Microsoft Excel.
Experience with agency management systems such as CSR24, Applied Epic, Cloud platforms
Extensive knowledge of commercial insurance lines including:
Strong understanding of insurance terminology, policy interpretation, and contractual risk transfer.
Ability to read and interpret insurance requirements within legal contracts and agreements.
Exceptional attention to detail, organization, and accuracy.
Strong written and verbal communication skills.
Ability to prioritize workload and manage multiple deadlines in a fast-paced remote environment.
Ability to work independently and collaboratively within a team setting.
Required Experience & Education:
Active New York State Property & Casualty License
High school diploma or GED required; equivalent industry experience accepted.
Minimum 5+ years of commercial insurance industry experience with a strong focus on certificate of insurance processing and compliance.
Experience working with data management, compliance tracking, and reporting systems.
Advanced understanding of policy language:
Experience reviewing insurance requirements for:
Knowledge of ACORD 855 (Construction Addendum) and New York labor law/action-over exposure requirements preferred.
| Location | Penfield, NY |
| Salary | $21–$26 Per Hour |
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