Commercial Lines - Certificate Specialist

C3 Risk & Insurance Services•San Diego, CA

2d•$21 - $26•Remote

About The Position

A Certificate Specialist contributes to C3’s success by performing various tasks related to client servicing and insurance processing. This role involves understanding contractual language, ordering specific endorsements, communicating with clients and underwriters, and supporting Client Managers or Client Executives on a designated book of business. The specialist will handle day-to-day servicing needs, including issuing proofs of insurance, gathering documentation for marketing, entering data for quotes, preparing insurance summaries, processing endorsement transactions, reviewing policy documents, providing invoices, entering claims data, and reviewing premium audits. The role also requires maintaining files according to company policy and professional standards, ensuring good communication skills, and adhering to the company's Quality Management Program.

Requirements

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.
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.
Good verbal and written communication skills for both client and internal communication.

Nice To Haves

Experience working in Applied Epic preferred.
Experiences supporting Construction risks in CA preferred.

Responsibilities

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: Issuing proofs of insurance, Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports, Entering data needed to produce quotes into various carrier systems, Prepare summary of Insurance for renewal or mid-term reviews, Process, and request endorsement transactions with carriers and document transactions in management system, Review binders, policies, endorsements, and audits for accuracy and deliver to client, Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices, Enter claims data into management system and transmit to carrier when needed, 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.