Commercial Lines Certificate Specialist

🔥 6 minutes ago

🏄 California – Remote

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💵 $21 - $26 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of C3 Risk & Insurance Services

C3 Risk & Insurance Services

51 - 200 employees

Founded 2017

🛡️ Insurance

💸 Finance

Insurance • Finance

C3 Risk & Insurance Services is an insurance brokerage firm that specializes in providing comprehensive insurance solutions across various sectors including commercial property and casualty, financial services, construction, life sciences, trucking, cyber security, surety, employee benefits, and personal lines. The company is known for its innovative approach to risk mitigation, placing a strong emphasis on understanding their clients' business operations in-depth to tailor effective insurance strategies. C3's client-centric approach includes unique processes such as involving video production crews for thorough risk assessment. The company prides itself on proactive claims management and has established itself as a trusted advisor to many clients, especially in sports and other specialty areas.

📋 Description

• 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

🎯 Requirements

• (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

🏖️ Benefits

• 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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