Commercial Lines - Client Services Coordinator

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.

WHO YOU NEED TO BE

• You have the needed expertise and experience (2+ years) of industry experience showing increasing responsibility directly related to the performance of the duties below.
• A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.
• Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
• 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).
• Prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written form.
• Strong attention to detail.

THE JOB

A 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
  • Prepare summary of Insurance for renewal or mid-term reviews.
  • Process, and request endorsement transactions with carriers and document transactions in management system.
  • Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices.
  • Review and deliver premium audits to clients.
• Have good verbal and written communication skills for both client and internal communication.
• Gather 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.
• Review binders, policies, endorsements, and audits for accuracy and deliver to client.
• Enter claims data into management system and transmit to carrier when needed.
• Backup up team in other functions as needed.
• Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
• Adherence to the stated expectations of the C3’s Quality Management Program.

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 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

The applicable pay range for this role is $24.04/hr to $31.25/hr. 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.