The Certificate Specialist supports client managers by issuing proofs of insurance, gathering documentation for renewals, and processing endorsement transactions. They are also responsible for reviewing policies for accuracy, managing client invoices, and maintaining accurate documentation in the management system.
Description
WHO WE ARE
C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.
WHO YOU NEED TO BE
You have the needed expertise and (1-3 years) of industry experience showing increasing responsibility directly related to the performance of the duties below.
A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.
You have an 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).
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.
Experiences supporting Construction risks in CA preferred.
THE JOB
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:
o Issuing proofs of insurance
o Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports.
o Entering data needed to produce quotes into various carrier systems.
o Prepare summary of Insurance for renewal or mid-term reviews.
o Process, and request endorsement transactions with carriers and document transactions in management system.
o Review binders, policies, endorsements, and audits for accuracy and deliver to client.
o Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices.
o Enter claims data into management system and transmit to carrier when needed.
o 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 the C3’s Quality Management Program.
THE FINE PRINT
Work Environment & Physical Demands
You must be able to use a keyboard and other office equipment.
C3 is an equal opportunity employer.
At C3 Risk & Insurance Services, we offer:
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
The applicable base hourly pay for this role is $21.00 - $26.00/ hour. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
