[Hiring] Certificate Specialist @C3 Risk & Insurance Services

Role Description

A Certificate Specialist contributes to C3’s success by performing the following tasks:

• 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 C3’s Quality Management Program.

Qualifications

• 1-3 years of industry experience showing increasing responsibility directly related to the performance of the duties.
• 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 with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel, and Outlook).
• Strong attention to detail.
• Experience working in Applied Epic preferred.
• Experiences supporting Construction risks in CA preferred.

Requirements

• Prioritize tasks, set, and achieve goals.
• Think logically in solving problems.
• Present results neatly, with clarity and precision in both oral and written form.

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