Job Description

The Process Support Coordinator supports and coordinates business processes related to Project Closures, Certificate of Insurance (COI) requests and customer maintenance activities. This role ensures requests are processed accurately, efficiently, and in compliance with internal standards, contractual requirements, and regulatory guidelines. The coordinator serves as a key liaison between internal teams and external partners to maintain high quality service and data integrity.

Key Responsibilities

• Process project closure requests following completion of work

• Validate project financials prior to closure, ensuring costs, billings, and revenue are accurate and complete

• Verify that warranty documentation, including required warranty letters, has been prepared, sent, and properly recorded

• Identify and document process risks and control gaps

• Analyze trends, recurring issues, and root causes to identify improvement opportunities

• Receive, review, and coordinate requests for Certificates of Insurance from customers and internal stakeholders

• Validate insurance requirements against contracts, customer agreements, and established standards

• Coordinate with insurance providers, brokers, or risk management teams to obtain accurate and timely COIs

• Ensure COIs are issued, distributed, and stored in accordance with defined procedures

• Track COI expirations, renewals, and exceptions, escalating issues as needed

• Maintain compliance with customer-specific insurance requirements and audit readiness

• Support customer maintenance requests, including customer setup, updates, and changes to master data

• Validate incoming requests for completeness, accuracy, and required approvals

• Other tasks related to central processing, as assigned

Required Qualifications

• High School Diploma or GED

• 2+ years of work experience in supporting organizational processes, contracts/bookings, or other business operations

Preferred Qualifications

• Strong attention to detail and organizational skills

• Strong verbal and written communication skills

• Ability to manage multiple competing priorities successfully

• Experience handling Certificates of Insurance and/or customer data maintenance requests

• Intermediate experience with Microsoft Office

• Experience salesforce, Microsoft Dynamics (MSD), CORA, SAP and Ariba experience

• Working knowledge of contracts

• HVAC or Construction industry experience

• Able to build strong relationships across functions