Certificate Technical Associate

About ECBM

ECBM is a family-owned and operated insurance broker and consulting firm based in Media, PA. We specialize in high-risk industries that require dedicated, client-based broker services in the areas of Commercial Insurance, Workers’ Compensation, Employee Benefits, Cyber Liability, Professional Liability, Farm & Agriculture, and Personal Insurance. Founded in 1970, our mission is to put people- our clients and employees- first. As a privately-owned company, our motto has always been: "No Shareholders, Just Transparency."

ECBM operates on three main core values: Empathy, Energy and Tenacity. We test every employee who works here for these three core values because employees must have Empathy to care about our clients, Energy to provide the level of service we require, and Tenacity to go that “extra mile” to solve our clients' challenges.

In addition to caring for our clients, we also take pride in caring for our employees. We’ve been a Best Place to Work in Insurance recipient for the last eight years, and the average length of service of our employees is 11 years.

About the Role

ECBM is looking for a Certificate Technical Associate to join our team in our Certificate Department! This person will report to the Supervisor of the Certificate Department. They will maintain assigned clients by promoting ongoing client loyalty through adherence to ECBM service standards. This person will provide technical and processing support to clients and team members in processing certificates of insurance.

Major Responsibilities

Responsible for certificates of insurance, as requested. Items are to be done timely and accurately, including “Rush Items.” Assists in preparation of accounts for renewal.

Responds to client requests in a professional and courteous manner.

Uses AMS, CBD.doc and Microsoft programs effectively and efficiently so that documents are retained for retrieval, as necessary.

Follows guidelines for scanning information into agency management system.

Advises Account Manager and Supervisor Certificate Department of any situations involving client complaints or issues.

Responsible for all certificates mailings. Advise Supervisor Certificate Department of delays in mailing within 48 hours of renewal date.

Handles other projects and requirements as assigned by Management.

Maintains effective working relationships with employees, vendors, and clients.

Qualifications

High school diploma or equivalency required.

Attention to detail is required as well as the ability to process a high volume of transactions.

Ability to handle multiple priorities.

Benefits

Competitive Pay

Health and Welfare Programs Including Medical, Dental, and Vision Insurance

Retirement and Income Protection Programs, including a 401k plan

Work/Life Balance Including PTO, Holidays and Remote work opportunities

Career Advancement Opportunities