Lead Associate - Operations

 1-3 years Proficient in CSR24 and Applied EPIC applications, with expertise in ACORD25 Certificates of Insurance, ACORD27/28 Evidence of Property Insurance, Loss Runs, Endorsements, Policy Checking/Review, MVRs, and Renewals. Skilled in creating and updating templates, including assigning account manager names for streamlined operations. Accurately issue Certificates of Insurance (ACORD forms 24, 25, 27) using Applied EPIC and CSR24, ensuring compliance with client and carrier requirements. Enhance productivity in a night-shift environment by maintaining efficiency and accuracy under strict deadlines. Ensure adherence to quality benchmarks, efficiency targets, and deadlines to consistently deliver error-free outcomes. Conduct thorough policy reviews, manage template renewals, extract endorsements, and dispatch renewal certificates to clients promptly. Maintain and update Standard Operating Procedures (SOPs) to reflect regulatory changes and operationa...