Commercial Lines – Certificate Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Comprehend contractual language effectively.

• Request specific additional insured endorsements.

• Follow up with the underwriting department.

• Liaise with clients and/or Client Managers regarding changes to endorsements.

• Assist one or more Client Managers or Client Executives with a designated portfolio of business or team.

• Issue proofs of insurance documents.

• Collect documentation for new and renewal marketing efforts, including prior policies, loss runs, and motor vehicle reports.

• Input quote data into various carrier systems.

• Prepare summaries of insurance for renewals or mid-term reviews.

• Process and request endorsement transactions with carriers, documenting transactions in the management system.

• Review binders, policies, endorsements, and audits for accuracy and deliver them to clients.

• Provide clients with invoices and statements, ensuring timely review of accounts receivable for payment.

• Enter claims data into the management system and send it to carriers as necessary.

• Review and deliver premium audits to clients.

• Support the team in various functions as needed.

• Maintain files and communication documentation in accordance with company policy and Department of Insurance professional standards.

• Communicate effectively with clients and internal stakeholders.

• Adhere to C3’s Quality Management Program expectations.

⛳️ Requirements

• 1-3 years of relevant industry experience demonstrating increasing responsibility directly related to the job duties.

• Solid understanding of insurance terminology, the primary functions of an insurance broker, and various lines of Business Insurance.

• Active Property & Casualty (P&C) license.

• Currently possess or be in the process of obtaining an insurance designation.

• Willingness to pursue advanced insurance designations and ongoing education.

• Proficient in MS Office applications, including Word, Excel, and Outlook.

• Ability to prioritize tasks, set and achieve goals, think logically to solve problems, and present results clearly and concisely in both oral and written formats.

• Exceptional attention to detail.

• Experience with Applied Epic is preferred.

• Previous experience supporting Construction risks in California is preferred.

• Capability to use a keyboard and other office equipment efficiently.

🏝️ Benefits

• Competitive salary.

• 100% employer-covered benefits.

• 401K matching program.

• Opportunities for career advancement.

• Flexible work schedules.

• Unlimited Paid Time Off (PTO) to promote work/life balance (with a minimum of two weeks).

• Enjoyable work environment.

• Absence of micromanagement.

• Option to work from home or remotely.