Certificate Specialist - Construction Practice

About the role

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management. Position Summary: The Certificate Specialist, Construction provides professional-level support to construction clients by managing certificate of insurance requests and ensuring compliance with contractual and regulatory requirements. This role requires independent judgment to interpret certificate language, assess client needs, and collaborate with internal teams and external stakeholders. The incumbent plays a critical role in maintaining client satisfaction and mitigating risk through accurate and timely documentation.

Responsibilities

• Review and analyze certificate requests for compliance with client contracts, insurance requirements, and risk management standards.
• Exercise judgment in determining appropriate coverage representation and escalate complex issues to senior team members when necessary.
• Serve as a resource for clients and internal teams by explaining certificate requirements and resolving inquiries.
• Maintain accurate documentation in agency management systems and ensure adherence to internal controls and compliance protocols.
• Collaborate with account managers and brokers to support construction clients’ operational needs and project timelines.
• Contribute to process improvements and recommend enhancements to certificate workflows for efficiency and accuracy.

Skills

• Ability to interpret insurance requirements and apply judgment to certificate issuance.
• Strong organizational skills and attention to detail.
• Effective written and verbal communication skills for client and internal interactions.
• Proficiency in Microsoft Office Suite and ability to learn agency management systems.
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Qualifications

• Bachelor’s degree in business, risk management, or related field preferred.
• 1–3 years in insurance, risk management, or construction-related roles preferred; internship or relevant coursework acceptable.
• Property & Casualty license may be required or obtained within designated timeframe.