Commercial Lines Coordinator

4 weeks ago


San Diego, California, United States C3 Risk and Insurance Services Full time

Job Title: Commercial Lines Coordinator

About Us:

C3 Risk & Insurance Services is a dynamic and innovative company that prides itself on bringing color and a fresh perspective to the industry. Our mission is to create peace of mind for our clients, and our vision is to be the go-to partner for all their insurance needs.

Job Summary:

We are seeking a highly skilled and experienced Commercial Lines Coordinator to join our team. The successful candidate will be responsible for supporting our Client Managers and Client Executives in the day-to-day servicing of clients, including issuing proofs of insurance, preparing summaries of insurance for renewal or mid-term reviews, and processing endorsement transactions with carriers.

Key Responsibilities:

* Support Client Managers and Client Executives in the day-to-day servicing of clients
* Issue proofs of insurance and prepare summaries of insurance for renewal or mid-term reviews
* Process endorsement transactions with carriers and document transactions in management system
* Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices
* Review and deliver premium audits to clients
* Gather documentation needed for new and renewal marketing, such as prior policies, loss runs, and motor vehicle reports
* Enter data needed to produce quotes into various carrier systems
* Review binders, policies, endorsements, and audits for accuracy and deliver to client
* Enter claims data into management system and transmit to carrier when needed
* 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
* Adhere to the stated expectations of C3's Quality Management Program

Requirements:

* 2+ years of industry experience showing increasing responsibility directly related to the performance of the duties above
* Good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance
* Active P&C license
* 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

What 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

Salary Range:

The applicable pay range for this role is $24.04/hr to $31.25/hr. 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.

Note: The salary range is subject to change based on company policies and market conditions.



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