Personal Lines - Client Manager (California)

Description

WHO WE ARE

C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.

At C3, our Client Managers are key in providing our clients with the experience that sets C3 apart in the industry. Client Managers 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 and assisting in suggesting new lines of coverage for existing clients.

WHO YOU NEED TO BE

• You are the best of the best! Your producers and clients love you and you know how to keep them delighted!
• You have the needed expertise and experience (5+ years) to ensure smooth new and renewal marketing, placement, and policy delivery to producers or clients.
• You have the servicing of accounts (endorsements, audits, invoicing, etc.) down to a science.
• You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, excellent at math, and having some great written and oral communication skills.
• Technology is your friend – you usually know all the shortcuts and what you don’t know, you learn quickly.
• You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time.
• You have an active P&C license. If you have a college degree, that sends you to the top of the list, but it isn't required. If you have an insurance designation, that’s even better!
• Comfortable with fast paced, high volume of incoming new business quoting, able to stay organized and pivot as needed.
• Have current working knowledge of CA marketplace.
• Have experience with the following would be a plus: CA Fair Plan, DIC Wrap policy, as well as E&S Marketplace.
• Experienced with XILO not necessary, but would be a major plus!
• Experienced working with high-net-worth clients, preferred.

THE JOB

A Client Manager contributes to C3’s success by performing the following tasks:

• 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 Evidences of Insurance, Invoices, and Finance Agreements.
• Process Endorsements.
• 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.
• Check binders, policies, and endorsements, and 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.
• Have good verbal and written communication skills for both client and internal communication.

THE FINE PRINT

Work Environment & Physical Demands

• You must be able to use a keyboard and other office equipment.
• C3 is an equal opportunity employer.

At C3 Risk & Insurance Services, we offer:

• 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

The applicable base salary range for this role is $70,000 to $85,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.