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.