Remote 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

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.