Commercial Lines - Certificate Specialist at C3 Risk & Insurance Services

United States

$0.021k - $0.026k

<p>Description</p><p><br/></p><p><strong>WHO WE ARE</strong></p><p>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.</p><p><br/></p><p><strong>WHO YOU NEED TO BE</strong></p><ul><li>You have the needed expertise and (1-3 years) of industry experience showing increasing responsibility directly related to the performance of the duties below.</li><li>A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.</li><li>You have an active P&amp;C license.</li><li>Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.</li><li>Proficiency with MS Office software (i.e., Word, Excel, and Outlook).</li><li>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.</li><li>Strong attention to detail.</li><li>Experience working in Applied Epic preferred.&nbsp;</li><li>Experiences supporting Construction risks in CA preferred.</li></ul><p><br/></p><p><strong>THE JOB</strong></p><p><br/></p><p>A Certificate Specialist contributes to C3’s success by performing the following tasks:</p><ul><li>Understand contractual language, order specific AI endorsements, follow up with underwriting, communicate with clients and / or CM as needed regarding endorsement changes.</li><li>Supports one or more Client Managers or Client Executive on a designated book of business or Team.</li><li>Support in day-to-day servicing on clients to include:</li><li>o Issuing proofs of insurance</li><li>o Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports.</li><li>o Entering data needed to produce quotes into various carrier systems.</li><li>o Prepare summary of Insurance for renewal or mid-term reviews.</li><li>o Process, and request endorsement transactions with carriers and document transactions in management system.</li><li>o Review binders, policies, endorsements, and audits for accuracy and deliver to client.</li><li>o Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices.</li><li>o Enter claims data into management system and transmit to carrier when needed.</li><li>o Review and deliver premium audits to clients.</li><li>Backup team in other functions as needed.</li><li>Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.</li><li>Have good verbal and written communication skills for both client and internal communication.</li><li>Adherence to the stated expectations of the C3’s Quality Management Program.</li></ul><p><br/></p><p><strong>THE FINE PRINT</strong></p><p><strong>Work Environment &amp; Physical Demands</strong></p><ul><li>You must be able to use a keyboard and other office equipment.</li><li>C3 is an equal opportunity employer.</li></ul><p><br/></p><p>At C3 Risk &amp; Insurance Services, we offer:</p><ul><li>Competitive pay</li><li>100% employer-paid benefits</li><li>401K match</li><li>Opportunities for growth</li><li>Flexible working schedules</li><li>Unlimited PTO to support work/life balance (with a two-week minimum)</li><li>Fun atmosphere</li><li>No micromanagement</li><li>Opportunity to work from home/remote</li></ul><p><em>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.</em></p>