Certificate Specialist - Construction

Position Summary

The Certificate Specialist, Construction provides professional-level support to construction clients by managing certificate of insurance requests and ensuring compliance with contractual and regulatory requirements. This role requires independent judgment to interpret certificate language, assess client needs, and collaborate with internal teams and external stakeholders. The incumbent plays a critical role in maintaining client satisfaction and mitigating risk through accurate and timely documentation.

Primary Responsibilities

• Review and analyze certificate requests for compliance with client contracts, insurance requirements, and risk management standards.
• Exercise judgment in determining appropriate coverage representation and escalate complex issues to senior team members when necessary.
• Serve as a resource for clients and internal teams by explaining certificate requirements and resolving inquiries.
• Maintain accurate documentation in agency management systems and ensure adherence to internal controls and compliance protocols.
• Collaborate with account managers and brokers to support construction clients’ operational needs and project timelines.
• Contribute to process improvements and recommend enhancements to certificate workflows for efficiency and accuracy.

Required Knowledge, Skills & Abilities

• Ability to interpret insurance requirements and apply judgment to certificate issuance.
• Strong organizational skills and attention to detail.
• Effective written and verbal communication skills for client and internal interactions.
• Proficiency in Microsoft Office Suite and ability to learn agency management systems.
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Qualifications

• Bachelor’s degree in business, risk management, or related field preferred.
• 1–3 years in insurance, risk management, or construction-related roles strongly preferred; internship or relevant coursework acceptable.
• Property & Casualty license may be required or obtained within designated timeframe.

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

About Us

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country.

At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.