
Zubair
ACORD COI And Insurance Back Office Support
Habilidades

Conheça meus serviços


Portfólio
Experiência profissional
ACORD COI & Insurance Back-Office Support
Upwork • Período integral
Jan 2025 - Present • 1 yr 4 mos
To provide streamlined administrative support for Certificate of Insurance (COI) management and ACORD form processing to ensure policy compliance and risk mitigation. Key Responsibilities: Form Issuance: Preparing and filling ACORD 25, 24, and 27/28 forms with accurate policy data. Compliance Review: Auditing incoming COIs against contractual requirements (Limits, Additional Insured, and Waivers). Renewal Tracking: Monitoring expiration dates and requesting updated certificates via myCOI or similar tracking tools. Data Management: Updating Applied Epic or Vertafore AMS360 with real-time policy information. Discrepancy Handling: Coordinating with brokers to fix non-compliant or expired insurance documents. Value Added: Reduces administrative overhead for agents and ensures 100% vendor compliance to prevent liability gaps.