Client Services Coordinator – Commercial Lines, Construction

🔥 17 hours ago

🏄 California – Remote

infoinfo

💵 $24 - $31 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

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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

• Support one or more Client Managers or Client Executives on a designated book of business • Provide day-to-day client servicing • Issue proofs of insurance • Prepare insurance summaries for renewal or mid-term reviews • Process and request endorsement transactions with carriers and document transactions in the management system • Provide invoices and statements to clients • Review accounts receivable to ensure timely payment of outstanding invoices • Review and deliver premium audits to clients • Communicate with clients and internal teams verbally and in writing • Gather documentation for new and renewal marketing, including prior policies, loss runs, and motor vehicle reports • Enter quote data into various carrier systems • Review binders, policies, endorsements, and audits for accuracy and deliver them to clients • Enter claims data into the management system and transmit it to carriers when needed • Back up the team in other functions as needed • Maintain files and communication documentation according to company policy and Department of Insurance professional standards • Adhere to C3’s Quality Management Program expectations

🎯 Requirements

• 2+ years of industry experience showing increasing responsibility directly related to the duties • Good understanding of insurance terminology • Understanding of the general functions of an insurance broker • Understanding of 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 clearly and precisely in oral and written form • Strong attention to detail • Experience supporting construction risks preferred • Ability to use a keyboard and other office equipment

🏖️ Benefits

• 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

Apply Now

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