Vendor Onboarding Coordinator

5 days ago

Raleigh, North Carolina, United States Optomi Full time

Commercial Lines Insurance - Vendor Onboarding Coordinator

Optomi, in partnership with a top banking client is seeking a vendor manager to perform as a subject matter expert in reviewing Certificates of Insurance to assist the team in onboarding service providers. The ideal candidate should have a background in the commercial property and casualty insurance industry, with a focus on Certificate of Insurance coverage requirements.

Required Qualifications:

  • 5+ years of experience as a certificate of insurance subject matter expert.
  • At least 3 years of vendor onboarding experience.
  • CMMS Experience (Preferably ServiceChannel/Fixxbook)

Key Responsibilities:

  • Train new associates on Special Category vendor compliance and related procedures.
  • Support Operations team with Excel related tasks, creating, analyzing, and maintaining data for various projects.
  • Prepare analytics dashboards related to vendor compliance.
  • Provide regular reports and updates on vendor compliance and operational risks to management.
  • Act as SME for claim related inquiries and resolution.
  • Support Facility Managers and act as liaison with claim adjusters for claims submitted for branch damage as well as communicate with insurance department for reporting on paid claims for branch damage.
  • Collaborate with accounts payable to ensure vendors are fully compliant before payments are remitted.
  • Organize and interpret data from ServiceChannel to generate actionable insights and support decision-making for branch facilities and maintenance.
  • Collaborate with Facility Management to successfully identify gaps in coverage to source and onboard new vendors.
  • Serve as the point of contact for vendor onboarding within our CMMS system (ServiceChannel) for all of Corporate Real Estate ensuring smooth integration and compliance.
  • Confirm that all vendors possess appropriate and valid trade licenses required for their specific services.
  • Search vendors' trade and business licenses by state to ensure they are active and comply with regulatory standards.
  • Ensure all Special Category vendors meet the bank's compliance requirements, including maintaining up-to-date insurance policies, trade licenses, and other necessary certifications.
  • Lead and report on insurance recovery efforts for branch facilities, coordinating with relevant departments to ensure timely and effective management.
  • Assist in the development and refinement of our current Certificate of Insurance Standards to match the industry standard on required coverages.
  • Translate complex insurance concepts into clear actionable documentation of 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.
  • Provide expert knowledge of P&C insurance processes as it pertains to our coverage requirements.

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