[Hiring] Client Services Coordinator @C3 Risk & Insurance Services

Role Description

The Client Services Coordinator contributes to C3’s success by performing the following tasks:

• Supports one or more Client Managers or Client Executive on a designated book of business.
• Support in day-to-day servicing on clients to include:
• Issuing proofs of insurance.
• Preparing summary of Insurance for renewal or mid-term reviews.
• Processing and requesting endorsement transactions with carriers and documenting transactions in management system.
• Providing invoices and statements to clients and reviewing accounts receivables to ensure timely payment on outstanding invoices.
• Reviewing and delivering premium audits to clients.
• Gathering documentation needed for new and renewal marketing, such as prior policies, loss runs, and motor vehicle reports.
• Entering data needed to produce quotes into various carrier systems.
• Reviewing binders, policies, endorsements, and audits for accuracy and delivering to client.
• Entering claims data into management system and transmitting to carrier when needed.
• Backing up team in other functions as needed.
• Maintaining files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
• Adhering to the stated expectations of C3’s Quality Management Program.

Qualifications

• 2+ years of industry experience showing increasing responsibility directly related to the performance of the duties.
• Good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.
• Active P&C license.
• College degree preferred but not required.
• Insurance designation preferred.
• Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel, and Outlook).
• Strong attention to detail.
• Experience supporting construction risks preferred.

Requirements

• Prioritize tasks, set and achieve goals, think logically in solving problems.
• Present results neatly, with clarity and precision in both oral and written form.
• Good verbal and written communication skills for both client and internal communication.

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.