Commercial Lines Certificate Specialist

🕒 Setembro 22

🏄 California – Remoto

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💵 $21 - $26 / hora

⏰ Tempo Integral

🟢 Júnior

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 0%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of C3 Risk & Insurance Services

C3 Risk & Insurance Services

51 - 200 funcionários

Fundada em 2017

🛡️ Seguros

💸 Finanças

Insurance • Finance

A C3 Risk & Insurance Services é uma corretora de seguros especializada em fornecer soluções abrangentes de seguros em diversos setores, incluindo propriedade comercial e riscos diversos, serviços financeiros, construção civil, ciências da vida, transporte, segurança cibernética, garantias, benefícios aos empregados e linhas pessoais. A empresa é conhecida por sua abordagem inovadora para a mitigação de riscos, dando forte ênfase ao entendimento profundo das operações comerciais de seus clientes para criar estratégias de seguros eficazes. A abordagem centrada no cliente da C3 inclui processos únicos, como envolver equipes de produção de vídeo para uma avaliação detalhada de riscos. A empresa se orgulha de sua gestão proativa de sinistros e estabeleceu-se como uma consultora de confiança para muitos clientes, especialmente em esportes e outras áreas especializadas.

Descrição

• Understand contractual language and order specific AI endorsements • Follow up with underwriting • Communicate with clients and/or CM 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 needed to produce quotes into various carrier systems • Prepare summaries of insurance 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 • 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 according to company policy and Department of Insurance professional standards • Communicate verbally and in writing with clients and internal stakeholders • Adhere to C3’s Quality Management Program expectations

🎯 Requisitos

• (1-3 years) of industry experience showing increasing responsibility directly related to the performance of the duties below • Good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance • Active P&C license • Currently hold or be in the process of obtaining an insurance designation • Willingness to pursue advanced insurance designations and continuing education • Proficiency with MS Office software, including Word, Excel, and Outlook • Ability to 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 • Experience working in Applied Epic preferred • Experience supporting Construction risks in CA preferred • Ability to use a keyboard and other office equipment

🏖️ Benefícios

• Competitive pay • 100% employer-paid benefits • 401K match • Opportunities for growth • Flexible working schedules • Unlimited PTO to support work/life balance (with a two-week minimum) • Fun atmosphere • No micromanagement • Opportunity to work from home/remote

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