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Commercial Lines Certificate Specialist
C3 Risk & Insurance Services. Understand contractual language and order specific AI endorsements .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates a strong understanding of insurance terminology and the functions of an insurance broker, with proficiency in managing client communications and documentation. Capable of processing endorsements, issuing proofs of insurance, and maintaining compliance with professional standards.
Highest-signal resume keywords
Active P&C LicenseInsurance Designation PursuitProficiency in MS OfficeExperience with Applied EpicAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Contractual Language UnderstandingData Entry for QuotesClaims Data EntryProofs of Insurance IssuanceEndorsement Transaction Processing
Soft Skills
Problem SolvingClear CommunicationGoal SettingTask Prioritization
Tools & Technologies
MS OfficeApplied Epic
Certifications & Qualifications
Active P&C LicenseInsurance Designation
Industry Keywords
Business InsuranceClient ManagementUnderwritingPremium AuditsConstruction Risks
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- (1-3 years) of industry experience showing increasing responsibility directly related to the performance of the duties below
- 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
- Willingness to pursue advanced insurance designations and continuing education
- Proficiency with MS Office software, including Word, Excel, and 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
- Experience working in Applied Epic preferred
- Experience supporting Construction risks in CA preferred
- Ability to use a keyboard and other office equipment
Benefits
Comp & perks- 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