Client Manager, Commercial Lines

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🏄 California – Remote

🏄 California – Remote

💵 $75k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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C3 Risk & Insurance Services

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

💸 Finance

Insurance • Finance

C3 Risk & Insurance Services is an insurance brokerage firm that specializes in providing comprehensive insurance solutions across various sectors including commercial property and casualty, financial services, construction, life sciences, trucking, cyber security, surety, employee benefits, and personal lines. The company is known for its innovative approach to risk mitigation, placing a strong emphasis on understanding their clients' business operations in-depth to tailor effective insurance strategies. C3's client-centric approach includes unique processes such as involving video production crews for thorough risk assessment. The company prides itself on proactive claims management and has established itself as a trusted advisor to many clients, especially in sports and other specialty areas.

📋 Description

• Act as the main, day-to-day contact for clients • Prepare Applications and documents for submission • Perform Contract reviews for insurance requirements compliance • Prepare Certificates of Insurance, Invoices, Finance Agreements • Process Endorsements, Audits • Analyze and compare current exposures for marketing • Conduct marketing, negotiate rates, review quotes and coverages • Review and summarize marketing results, prepare proposals • Monitor and manage renewal marketing and bind process • Check binders, policies, endorsements, audits for accuracy • Prepare summaries/schedules of coverage for clients • Participate in the claims process, including submission and follow-up • Ensure financial aspects related to invoicing and premium financing are correct and timely • Maintain files in accordance with company policy and professional standards

🎯 Requirements

• 5+ years of experience • Knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes • Attention to detail • Excellent organizational skills • Strong mathematical skills • Great written and oral communication skills • Active P&C license • College degree preferred, not required • Insurance designation preferred, not required

🏖️ Benefits

• Competitive salary • 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