Commercial Lines - Certificate Specialist

About the role

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.

Responsibilities

• Understand contractual language, order specific AI endorsements, follow up with underwriting, communicate with clients and/or CM as needed regarding endorsement changes.
• Support one or more Client Managers or Client Executives on a designated book of business or team.
• Day‑to‑day servicing of clients including:
  • Issuing proofs of insurance
  • Gathering documentation needed for new and renewal marketing (prior policies, loss runs, motor vehicle reports)
  • Entering data needed to produce quotes into various carrier systems
  • Preparing summaries of insurance for renewal or mid‑term reviews
  • Processing and requesting endorsement transactions with carriers and documenting transactions in the management system
  • Reviewing binders, policies, endorsements, and audits for accuracy and delivering to client
  • Providing invoices and statements to clients and reviewing accounts receivable to ensure timely payment on outstanding invoices
  • Entering claims data into the management system and transmitting to carrier when needed
  • Reviewing and delivering premium audits to clients
  • Backing up team in other functions as needed
  • Maintaining 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.

Requirements

• 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.
• Experience working in Applied Epic preferred.
• Experience supporting Construction risks in CA preferred.

Skills

• Proficiency with MS Office software (Word, Excel, 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.

Benefits

• 100% employer‑paid benefits
• 401K match
• Opportunities for growth
• Unlimited PTO to support work/life balance (with a two‑week minimum)
• Fun atmosphere
• No micromanagement
• Opportunity to work from home/remote

Pay

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, decided on a case‑by‑case basis.

Schedule

Flexible working schedules are offered.