C3 Risk & Insurance Services

General

• Understand contractual language and order specific AI endorsements
• Follow up with underwriting
• Communicate with clients and/or CM regarding endorsement changes
• Support one or more Client Managers or Client Executives on a designated book of business or team
• Issue proofs of insurance
• Gather documentation for new and renewal marketing, including prior policies, loss runs, and motor vehicle reports
• Enter data needed to produce quotes into various carrier systems
• Prepare summaries of insurance for renewal or mid-term reviews
• Process and request endorsement transactions with carriers and document transactions in the management system
• Review binders, policies, endorsements, and audits for accuracy and deliver them to clients
• Provide invoices and statements to clients and review accounts receivable to ensure timely payment
• Enter claims data into the management system and transmit it to the carrier when needed
• Review and deliver premium audits to clients
• Back up the team in other functions as needed
• Maintain files and communication documentation according to company policy and Department of Insurance professional standards
• Communicate verbally and in writing with clients and internal stakeholders
• Adhere to C3’s Quality Management Program expectations

Commercial Lines Certificate Specialist