Commercial Lines Coordinator

1 day ago


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

C3 Risk & Insurance Services is seeking a highly skilled Commercial Lines Coordinator to join our team. As a key member of our client services team, you will play a critical role in supporting our client managers and executives in delivering exceptional service to our clients.

Key Responsibilities
  • Support client managers and executives in 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.
  • Provide excellent verbal and written communication skills for both client and internal communication.
  • 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 clients.
  • Enter claims data into management systems and transmit to carriers when needed.
  • Backup team members in other functions as needed.
  • Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
Requirements
  • 2+ years of industry experience showing increasing responsibility directly related to the performance of the duties above.
  • A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.
  • An 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.

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.



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