Insurance & Finance Operation Support | Office Management Admin

COI (Certificates of Insurance) Processed COIs including adding Certificate Holders, Additional Insureds, Waiver of Subrogation, and Loss Payees as required. Auto ID Cards Generated Auto ID cards; updated vehicle and driver details for accurate documentation. Calls Made outbound calls for follow-ups, document requests, and policy coordination. Certificates Removed undeliverable email addresses from certificate distribution lists to ensure successful delivery. Certificate Holder List Extracted and sent updated holder list to insured; revised list based on returned data. Endorsements Downloaded policy endorsements from carrier portals and followed up as needed for pending items. Lists Exported Exported driver, equipment, and vehicle lists from Applied Epic for review or reporting. Loss Runs Requested loss run reports from carriers, downloaded upon availability, and ensured timely follow-up. NOC (Notice of Cancellation) Sent NOCs to insureds; followed up and attached any reinstatements upon receipt. Schedules Updated Maintained and updated driver and vehicle schedules to reflect current policy information.

COIs RENEWALs Endorsement | Update Drivers, VEH, Equipment AUTO ID Card Export Risk | Driver, VEH List