Commercial Lines - Certificate Specialist

C3 Risk & Insurance Services•San Diego, CA

7d•$21 - $26

About The Position

A Certificate Specialist contributes to C3’s success by supporting one or more Client Managers or Client Executives on a designated book of business or team. The role provides day-to-day service to clients, including issuing proofs of insurance; collecting documentation for new and renewal marketing; entering quote data into carrier systems; preparing insurance summaries; processing endorsement transactions; reviewing policy documents and audits for accuracy; handling invoices and receivables; and entering and transmitting claims data when needed. The specialist understands contractual language, orders specific additional insured endorsements, follows up with underwriting, and communicates with clients and/or Client Managers about endorsement changes. The position also maintains files and communication documentation in accordance with company policy and Department of Insurance professional standards, supports other team functions as needed, and adheres to C3’s Quality Management Program.

Requirements

1–3 years of industry experience with increasing responsibility directly related to the duties of the position.
A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.
An active Property and Casualty (P&C) license.
Currently hold or be in the process of obtaining an insurance designation, with willingness to pursue advanced 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 communication.
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, order specific additional insured endorsements, follow up with underwriting, and communicate with clients and/or Client Managers about 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 needed for new and renewal marketing, such as prior policies, loss runs, and motor vehicle reports.
Enter data needed to produce quotes into various 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 ensure timely payment of outstanding invoices.
Enter claims data into the management system and transmit it to the carrier when needed.
Review and deliver premium audits to clients.
Back up the team in other functions as needed.
Maintain files and communication documentation in accordance with company policy and Department of Insurance professional standards.
Adhere to the expectations of C3’s Quality Management Program.