Client Manager, Commercial Lines – Construction

🔥 0 minutes ago

🏄 California – Remote

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💵 $75k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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Logo of C3 Risk & Insurance Services

C3 Risk & Insurance Services

51 - 200 employees

Founded 2017

🛡️ Insurance

💸 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 in your book • Prepare applications and other documents required for submissions • Perform contract reviews for insurance requirements compliance • Prepare certificates of insurance, invoices, and finance agreements • Process endorsements and audits • Analyze and compare current exposures to develop renewal or new business specifications for marketing • Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy • Review and summarize marketing results and prepare proposals • Monitor and manage the renewal marketing and bind process in partnership with the Producer and, at times, a Client Executive • Check binders, policies, endorsements, and audits for accuracy • Prepare summaries and/or schedules of coverage for clients • Participate in the claims process, including claim submission, follow-up, and overall communication • Ensure financial aspects related to invoicing and premium financing are performed correctly and timely • Maintain files in accordance with company policy and professional standards outlined by the Department of Insurance • Communicate effectively with clients and internal teams

🎯 Requirements

• 5+ years of experience • Expertise ensuring smooth new and renewal marketing, placement, and policy delivery • Experience servicing accounts, including endorsements, audits, and invoicing • Knowledge of coverages, carrier guidelines, underwriting, and legislative changes • Attention to detail and strong organizational skills • Excellent math skills • Strong written and oral communication skills • Ability to learn technology quickly • Active P&C license • Experience managing Construction accounts preferred • Willingness to travel to client sites, with occasional overnight stays on out-of-state site visits • Ability to use a keyboard and other office equipment • College degree is not required; preferred • Insurance designation preferred

🏖️ 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

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