This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The 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 Certificates of Insurance, Invoices, and Finance Agreements.
• Process Endorsements, 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.
• Have good verbal and written communication skills for both client and internal communication.

Qualifications

• 5+ years of experience in account servicing.
• Active P&C license.
• Experience managing multi & complex lines of business, international exposure, and specialty lines.
• Experience managing Life and Tech Science accounts preferred.
• College degree is preferred but not required.
• Insurance designation is a plus.

Requirements

• Attention to detail and strong organizational skills.
• Excellent math skills.
• Strong written and oral communication skills.
• Ability to learn quickly and adapt to new technology.
• Team player attitude.

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.