Senior Client Manager – Commercial Lines, Construction

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $95k - $125k / year

⏰ Full Time

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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C3 Risk & Insurance Services

WebsiteLinkedInAll Job Openings

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

• Model C3 culture through company values, mission, and vision • Provide guidance to service teams on coverage, process adherence, and quality standards • Support and develop strong client relationships • Independently service a designated book of business of middle- to large-market complex clients • Meet regularly with producers to update, advise, and inform • Analyze exposures and develop renewal or new-business marketing strategies • Manage marketing processes, negotiate rates, and review quotes and coverages • Pursue additional or increased lines of coverage for existing clients • Review and summarize marketing results, prepare proposals, and bind coverage with carriers • Participate in or support client presentations • Respond to client inquiries and underwriting questions • Perform contract reviews for insurance requirements and advise clients on coverage needs • Issue proofs of insurance • Prepare insurance summaries for renewal or mid-term reviews • Participate in client claims reviews and follow up on claims and coverage matters • Handle expiration lists and renewals, with accountability for retention • Manage invoicing, corrections, accounting questions, and receivables follow-up • Underwrite and market accounts to provide competitive insurance solutions • Stay current on industry trends and state and governmental regulations • Participate in continuing education and industry events • Maintain confidentiality of client financial documents • Maintain files and communication documentation according to company policy and Department of Insurance standards • Adhere to C3’s Quality Management Program • Potentially serve as Team Lead, including preparing performance reviews and following the Performance Improvement Process • Perform other responsibilities and duties as needed • Travel to client sites, occasionally requiring overnight out-of-state stays

🎯 Requirements

• 7+ years of experience • Expertise in smooth new and renewal marketing, placement, and policy delivery • Experience servicing accounts, including endorsements, audits, and invoicing • Knowledge of coverages, carrier guidelines, underwriting, legislative changes, and the P&C marketplace • Excellent attention to detail and organization • Excellent math skills • Strong written and oral communication skills • Ability to learn technology quickly • Active P&C license • Experience managing Construction accounts preferred • College degree is not required; if held, it is preferred • Insurance designation preferred • Ability to prioritize tasks, set and achieve goals, and solve problems logically • Ability to present complex information clearly to varied audiences • Ability to handle financial aspects of accounts accurately • Knowledge of state and governmental regulations • Willingness to participate in continuing education and industry events • Ability to maintain confidentiality of client financial documents • Ability to use a keyboard and other office equipment • Willingness to travel to client sites, including occasional overnight out-of-state stays

🏖️ 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