Corporate Operations Manager – Certificates of Insurance (COI)

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Facilitate discovery for Certificates of Insurance tasks earmarked for offshore transition.

• Evaluate existing COI workflows, servicing actions, and client-facing needs to aid in transition planning.

• Assist in developing solutions for transition design, service preparedness, and alignment of offshore roles.

• Oversee implementation activities and coordination for the offshore COI process.

• Offer expertise as a subject matter expert during the setup, go-live phase, and stabilization period.

• Analyze contracts and insurance mandates to establish process expectations, risk factors, and guidelines for offshore handling.

• Decode coverage requirements and contribute to process design for precise certificate issuance.

• Supervise BAU performance, service quality, adherence to processes, and outcomes for client service.

• Develop and sustain SOPs, job aids, process maps, and knowledge articles pertinent to COI issuance and servicing.

• Facilitate training and knowledge transfer for offshore teams to ensure preparedness and consistent performance.

• Assist in system conversions, updates to workflows, and process modifications that affect the COI function.

• Promote standardization, efficiency, and ongoing improvement throughout the certificate process.

• Manage communication with stakeholders regarding assigned processes and transition milestones.

⛳️ Requirements

• Bachelor’s degree or comparable education, training, and relevant work experience.

• A minimum of seven years in Property & Casualty insurance experience is required.

• Proven extensive experience in issuing Certificates of Insurance in a client-facing setting.

• Comprehensive understanding of contract reviews, insurance prerequisites, and interpretation of coverage.

• Experience in supporting or leading operational transitions, process enhancements, or service delivery projects.

• Preference for candidates with experience working with or supporting offshore operations teams.

• Strong grasp of service quality, risk management, and process controls within insurance operations.

• Leadership skills with the capability to influence and coordinate among servicing teams, business stakeholders, and offshore collaborators.

• Highly proficient in written and verbal communication, as well as facilitation skills.

• Demonstrated ability to respond promptly, effectively, and professionally while managing multiple tasks and achieving results.

• Strong skills in documentation and process management, including the development of SOPs and knowledge articles.

• Capacity to provide strategic insights while also executing detailed implementation and transition tasks.

🏝️ Benefits

• Generous time off, which includes personal days and volunteering opportunities.

• Tuition reimbursement along with opportunities for professional growth.

• Hybrid work model.

• Charitable contribution matching programs.

• Opportunities for stock purchases.