Commercial Lines - Certificate Specialist

C3-Risk-; San Diego (CA); Remote; USD 29,000 - 36,000; Full time

Benefits offered by this job

Competitive pay

100% employer-paid benefits

401K match

Growth opportunities

Flexible schedules

Unlimited PTO (min 2 weeks)

Work from home/remote

Fun atmosphere

Job summary

C3 Risk & Insurance Services in San Diego seeks a Certificate Specialist to support client managers in servicing insureds, issuing proofs, and gathering documents for quotes and renewals.

The role requires 1-3 years in the industry, a P&C license, and proficiency with MS Office. Experience with Applied Epic and CA construction risk knowledge are preferred, with flexible/remote work options.

Qualifications

• 1-3 years of industry experience directly related to the duties.
• Active P&C license.
• Pursuing insurance designations and continuing education.
• MS Office proficiency (Word, Excel, Outlook).
• Experience with Applied Epic preferred.
• Experience supporting Construction risks in CA preferred.

Responsibilities

• Understand contractual language and endorsements; liaise with underwriting and clients.
• Support Client Managers on designated books of business.
• Handle day-to-day servicing: issue proofs of insurance; gather renewal materials.
• Enter data for quotes into carrier systems; prepare renewal summaries.
• Process endorsements; document transactions in management system.
• Review binders, policies, endorsements, and audits for accuracy.
• Provide invoices and apply payments; manage receivables.
• Enter claims data and transmit to carriers; process premium audits.
• Back up team in other functions; maintain files per policy.

Skills

Experience 1-3 yrs

P&C license

MS Office

Attention to detail

Problem solving

Tools

Applied Epic

Job description

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.