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Commercial Lines Insurance Vendor Onboarding Coordinator

4 months ago

Raleigh, United States DTG Consulting Solutions, Inc. Full time

SME with Vendor Onboarding Experience

Minimum 5 years in COI

Minimum 3 years in Vendor Onboarding experience

1 year in CMMS (Prefered)


We are seeking a knowledgeable and experienced Certificate of Insurance Subject Matter Expert to assist our team in onboarding Service Providers. The ideal candidate will have a background in the commercial property and casualty insurance industry, with a focus on Certificate of Insurance coverage requirements per statute, and a description of services for each type of service provider congruent to their required coverage to perform work within our buildings.

  • Provide expert knowledge of P&C insurance processes as it pertains to our coverage requirements.
  • Act as a liaison when reviewing and approving COI’s submitted by insurance agents on behalf of potential service providers, or renewal review of expired COI’s.
  • Translate complex insurance concepts into clear actionable documentation of requirements Ie: Sample COI’s
  • Assist in the development and refinement of our current Certificate of Insurance Standards to match the industry standard on required coverages.
  • Experience working in CMMS programs such as Service Channel to review compliance related documents submitted (COI) for onboarding approvals or rejections.
  • Assist with additional operational tasks surrounding onboarding service providers and ensuring their compliance.