Commercial Lines - Certificate Specialist

C3 Risk & Insurance•San Diego, CA

About The Position

A Certificate Specialist supports C3’s success by servicing a designated book of business or team alongside one or more Client Managers or Client Executives. The role involves understanding contractual language, ordering specific additional insured endorsements, following up with underwriting, and communicating with clients and/or Client Managers about endorsement changes. The specialist also provides day-to-day client service, maintains accurate files and communications in accordance with company policy and Department of Insurance professional standards, and adheres to C3’s Quality Management Program.

Requirements

One to three years of industry experience with increasing responsibility directly related to the duties of the role.
Good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of business insurance.
Active Property and Casualty (P&C) license.
Currently hold or be in the process of obtaining an insurance designation, and be willing to pursue advanced insurance designations and continuing education.
Proficiency with Microsoft Office software, including Word, Excel, and Outlook.
Ability to prioritize tasks, set and achieve goals, think logically to solve problems, and present results clearly and precisely in oral and written form.
Strong attention to detail.
Good verbal and written communication skills for client and internal communications.
Ability to use a keyboard and other office equipment.

Nice To Haves

Experience working in Applied Epic.
Experience supporting construction risks in California.

Responsibilities

Understand contractual language and order specific additional insured endorsements.
Follow up with underwriting and communicate with clients and/or Client Managers regarding endorsement changes.
Support one or more Client Managers or Client Executives on a designated book of business or team.
Issue proofs of insurance.
Gather documentation for new and renewal marketing, including prior policies, loss runs, and motor vehicle reports.
Enter data required to produce quotes into carrier systems.
Prepare insurance summaries for renewal or mid-term reviews.
Process and request endorsement transactions with carriers and document transactions in the management system.
Review binders, policies, endorsements, and audits for accuracy and deliver them to clients.
Provide invoices and statements to clients and review accounts receivable to support timely payment of outstanding invoices.
Enter claims data into the management system and transmit it to carriers when needed.
Review and deliver premium audits to clients.
Back up the team in other functions as needed.
Maintain files and document communications according to company policy and Department of Insurance professional standards.
Communicate effectively with clients and internal colleagues, verbally and in writing.
Adhere to the expectations of C3’s Quality Management Program.