Documentation Specialist (Commercial Insurance & Enterprise Risk)

Essential Duties & Responsibilities

• Maintain and update documentation for commercial insurance policies, including coverage summaries, schedules, and supporting records.
• Ensure all insurance-related documents are organized, accurate, and stored in accordance with company standards.
• Track policy renewals, updates, and changes to ensure documentation remains current.
• Afford assistance with preparing documentation packages for internal stakeholders and external partners.
• Issue and manage Certificates of Insurance for customers, vendors, and business partners.
• Track certificate requests and ensure timely and accurate fulfillment.
• Maintain records of certificate activity and ensure compliance with contractual requirements.
• Cook with brokers and internal teams to validate coverage requirements.
• Assist with gathering and organizing information for insurance renewals and policy updates.
• Support communication with insurance brokers and carriers to ensure accurate documentation.
• Maintain records of insurance coverage details and respond to internal inquiries regarding policies.
• Afford documentation and tracking of insurance claims.
• Maintain organized records of claim-related materials and correspondence.
• Cook with internal departments to collect required documentation for claims processing.
• Maintain spreadsheets and tracking tools related to insurance policies, certificates, and claims.
• Afford assistance in preparing basic reports related to insurance activity and documentation status.
• Ensure accuracy and consistency of data across documentation systems.

Qualifications, Education & Experience

• Associate’s or Bachelor’s degree in Business, Finance, Risk Management, or related field preferred.
• 1–3 years of experience in administrative, documentation, insurance, or related roles.
• Equivalent experience or qualifications (including paralegal certificates) will be considered.
• Basic understanding of commercial insurance concepts and terminology.
• Experience in a corporate or professional services environment is a plus.

Preferred Qualifications

• Exposure to corporate insurance programs, claims administration, or risk management practices.
• Experience working with insurance documentation, contracts, or compliance records preferred.

Relevant Skills

• Experience working with cross-functional teams and external service providers.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office tools, particularly Excel and Word.
• Ability to manage multiple tasks and meet deadlines.
• Strong written and verbal communication skills.
• Detail-oriented with a focus on accuracy and completeness.
• Strong organizational and documentation management skills.
• Dependable and able to follow established processes.
• Collaborative team player with a service-oriented mindset.
• Adaptable and able to handle changing priorities.