Commercial Lines Certificate Specialist

Location: Whitefish, MT

Job :115

# of Openings:1

Job Title:
Entry-Level Commercial Lines Certificate Specialist

Location: Whitefish, MT
Job Type: Part-Time | In-Office

About Us:
We are a growing insurance agency specializing in commercial lines coverage for contractors and businesses. We pride ourselves on providing responsive service and building strong client relationships. We are looking for a motivated, detail-oriented individual to join our team and grow with us.

Position Summary:
This is an entry-level position ideal for someone looking to start a career in the insurance industry. The Certificate Specialist supports our commercial lines team by assisting with Certificates of Insurance (COIs), policy updates, and day-to-day client service tasks. No prior insurance experience is required—we are willing to train the right candidate.

Key Responsibilities:

• Assist with issuing Certificates of Insurance (COIs) accurately and in a timely manner
• Review basic certificate requests and ensure information is entered correctly
• Support account managers with policy updates and endorsements
• Maintain organized records and assist with tracking certificate requests
• Communicate with clients via phone and email to gather necessary information
• Provide general administrative support to the commercial lines team
• Learn insurance coverages and agency systems through on-the-job training

Qualifications:

• Strong attention to detail and ability to stay organized
• Good communication skills (written and verbal)
• Comfortable working in a fast-paced office environment
• Basic computer skills and willingness to learn new systems
• Positive attitude and strong work ethic
• Bilingual in Spanish is a plus
• Prior office or customer service experience preferred, but not required
• Competitive hourly pay based on experience
• Paid time off and holidays
• Health insurance benefits
• Training and growth opportunities within the agency

Schedule:
Monday – Friday, 7 AM – 11 AM (preferred hours but can be negotiable)

Why Join Us?
This is a great opportunity to build a long-term career in the insurance industry. You’ll receive hands-on training, gain valuable industry knowledge, and be part of a supportive team environment.