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Coi Analyst Jobs in Indiana (NOW HIRING)

LB Capital

Sub Contractors

Fort Wayne, IN · On-site

Certificate of Insurance (COI) * Summary of your roofing experience We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing ...

JLL

Sourcing Manager

Indianapolis, IN · Remote

First level of contact for COI / ISNetworld / Avetta risk management/administration questions ... Using AI capabilities, we analyze your application for relevant skills, experiences, and ...

Advancetec Llc

Safety Officer

Lebanon, IN · On-site

$23 - $35/hr

Job Hazard Analysis / Work Methods for typical construction activities for each project. * Training ... Active role in AdvanceTEC's overall risk management programs (EMR, COI, Bonding, etc.) Skills ...

Keybank

Mortgage Loan Officer

Carmel, IN · On-site

... and COI relationship management. * Demonstrate strong financial acumen by understanding the business priorities of clients, analyzing market trends, and providing strategic advice on mortgage ...

KeyBank

Mortgage Loan Officer

Carmel, IN · On-site

... and COI relationship management. * Demonstrate strong financial acumen by understanding the business priorities of clients, analyzing market trends, and providing strategic advice on mortgage ...

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Coi Analyst information

What is a COI analyst?

COI Analysts, or Certificate of Insurance Analysts, are professionals responsible for reviewing, verifying, and managing certificates of insurance for organizations. They ensure that vendors, contractors, or business partners maintain appropriate insurance coverage as required by contracts or regulations. COI Analysts help mitigate risk by confirming compliance with insurance requirements and often communicate with insurance agents and internal stakeholders to resolve discrepancies or obtain updated documentation. Their role is crucial in protecting the organization from potential liability and ensuring contractual obligations are met.

What are the key skills and qualifications needed to thrive as a COI analyst, and why are they important?

To thrive as a COI (Certificate of Insurance) Analyst, you need a solid understanding of insurance policies, risk management, and document analysis, often supported by a degree in business, finance, or a related field. Familiarity with insurance tracking software, compliance management systems, and proficiency in Microsoft Excel are typically required. Attention to detail, strong organizational skills, and effective communication set top performers apart in this role. These skills are crucial to ensure accurate insurance compliance, minimize organizational risk, and facilitate smooth business operations.

What are some common challenges COI analysts face when reviewing certificates of insurance, and how can they be addressed?

A common challenge for COI Analysts is ensuring that certificates of insurance (COIs) meet all contractual requirements while managing a high volume of documents from various vendors or contractors. Discrepancies in coverage limits, expiration dates, or policy endorsements are frequent issues. To address these challenges, analysts often use specialized tracking software and develop checklists to standardize their review process. Close collaboration with risk management, legal, and procurement teams is also essential to resolve discrepancies efficiently and maintain compliance.

What is the difference between Coi Analyst vs Insurance Claims Analyst?

AspectCoi AnalystInsurance Claims Analyst
Required CredentialsBachelor's degree in risk management, finance, or related field; certifications like ARM or CPCU often preferredBachelor's degree in finance, business, or related field; certifications like AIC or CPCU beneficial
Work EnvironmentCorporate risk management departments, insurance companies, or consulting firmsInsurance companies, claims departments, or third-party claims processing firms
Employer & Industry UsagePrimarily in insurance and risk management sectorsPrimarily in insurance industry, focusing on claims processing and assessment

The main difference between a Coi Analyst and an Insurance Claims Analyst lies in their focus areas. Coi Analysts primarily assess and manage insurance policies related to certificates of insurance, while Insurance Claims Analysts handle the evaluation and processing of insurance claims. Both roles require similar credentials and often work within the insurance industry, but their specific responsibilities differ based on their focus on risk management versus claims processing.

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Coi Analyst jobs near you

Junior Financial Analyst

PowerGrid Services, LLC

Winchester, IN • On-site

Full-time

Posted 21 days ago

Job description

POSITION SUMMARY
The Jr. Financial Analyst will help analyze and interpret financial and market data to provide logical explanations for budget or expected variances. Ideally, this person will demonstrate strong leadership skills, work well in a team environment, have excellent communication skills, and will strive to enrich the Company Culture.
The Jr. Financial Analyst reports directly to the Controller maintains proactive, frequent, and open communication with all members of Management.
  1. FINANCIAL ANALYST RESPONSIBILITES

  • Work closely with leadership team to prepare and analyze weekly & monthly project results
  • Serve as the Contract Administrator for all customer contracts, (COI's, W-9's, etc).
  • Ensure completion of AMPP's Subcontractor Agreements, both customers and vendors
  • Prepare all bids for potential customers
  • Work closely with the leadership team to prepare and complete post-close project analysis to improve profitability and win % for future projects / bids
  • Provide analytical reporting to PGS and AMPP leadership teams periodically
  • Assist in new customer development and respective rates as needed
  • Champion the storm contracts process including storm billing, cost analysis, and renewals
  • Maintain all supplier portals, including IS Networld, Ariba, Avetta, etc.
  • Update equipment rates bi-annually
  • Monthly AEP Accrual and closing of completed jobs
  • Complete and Analyze Weekly Revenue Reports
  • Attend conferences on behalf of AMPP to gain new customer relationships
  • Perform various analytical tasks and projects to assist management in decision making to improve the profitability of the company
  • Facilitate the educational process by staying current with topics in finance / accounting and help teach / train the leadership team in these areas
  • Assist in gathering information for audits
  • Other duties as directed

QUALIFICATIONS AND EXPECTATIONS
Personal Qualities
  • Analytical Thinker
  • Honest, Genuine, Trustworthy
  • Leader
  • Forward Thinker - ability to plan ahead
  • Good communicator and listener
  • Problem Solver
  • Respectful; maintain confidentiality
  • Desire to learn and use technology - self improvement
  • Organized and detail oriented
  • Positive team attitude; handle difficult and sensitive situations
  • Passionate
  • Strong work ethic and loyal

Technical Knowledge
  • Basic understanding of Business Finance and analytics
  • Ability to use Microsoft Word, Excel and Outlook

Education
Minimum 2 years of finance/accounting experience preferred
  • Bachelor's degree in Finance, Accounting, or other related field or equivalent experience

This job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of the Company
Equal Opportunity Employer
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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