What are the responsibilities and job description for the Commercial Lines - Certificate Specialist (Construction) position at C3 Risk & Insurance Services?
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
A Certificate Specialist contributes to C3’s success by performing the following tasks:
Work Environment & Physical Demands
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 and with Construction risks preferred.
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.
Work Environment & Physical Demands
- You must be able to use a keyboard and other office equipment.
- C3 is an equal opportunity employer.
- 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
Salary : $21 - $26