[Hiring] Client Manager @C3 Risk & Insurance Services

Role Description

Client Managers are key in providing our clients with the experience that sets C3 apart in the industry. They provide fast, effective service of the day-to-day needs of our mid-sized and moderately complex clients by:

• Being knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes.
• Maintaining relationships with clients and carrier representatives.
• Assisting in suggesting new lines of coverage for existing clients.

Qualifications

• 5+ years of expertise and experience in the industry.
• Strong attention to detail and organizational skills.
• Excellent written and oral communication skills.
• Active P&C license.
• College degree (preferred but not required).
• Insurance designation (preferred).

Requirements

• Act as the main, day-to-day contact for clients in your book.
• Prepare applications and other documents required for a submission.
• 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 with 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.
• Good verbal and written communication skills for both client and internal communication.

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.