Commercial Lines - Certificate Specialist

Description

WHO WE ARE

C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.

WHO YOU NEED TO BE

• You have the needed expertise and (1-3 years) of industry experience showing increasing responsibility directly related to the performance of the duties below.
• A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.
• You have an active P&C license.
• Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel, and Outlook).
• Prioritize tasks, set, and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written form.
• Strong attention to detail.
• Experience working in Applied Epic preferred.
• Experiences supporting Construction risks in CA preferred.

THE JOB

A Certificate Specialist contributes to C3’s success by performing the following tasks:

• Understand contractual language, order specific AI endorsements, follow up with underwriting, communicate with clients and / or CM as needed regarding endorsement changes.
• Supports one or more Client Managers or Client Executive on a designated book of business or Team.
• Support in day-to-day servicing on clients to include:
• o Issuing proofs of insurance
• o Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports.
• o Entering data needed to produce quotes into various carrier systems.
• o Prepare summary of Insurance for renewal or mid-term reviews.
• o Process, and request endorsement transactions with carriers and document transactions in management system.
• o Review binders, policies, endorsements, and audits for accuracy and deliver to client.
• o Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices.
• o Enter claims data into management system and transmit to carrier when needed.
• o Review and deliver premium audits to clients.
• Backup team in other functions as needed.
• Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
• Have good verbal and written communication skills for both client and internal communication.
• Adherence to the stated expectations of the C3’s Quality Management Program.

THE FINE PRINT

Work Environment & Physical Demands

• You must be able to use a keyboard and other office equipment.
• C3 is an equal opportunity employer.

At C3 Risk & Insurance Services, we offer:

• Competitive pay
• 100% employer-paid benefits
• 401K match
• Opportunities for growth
• Flexible working schedules
• Unlimited PTO to support work/life balance (with a two-week minimum)
• Fun atmosphere
• No micromanagement
• Opportunity to work from home/remote

The applicable base hourly pay for this role is $21.00 - $26.00/ hour. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.