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Personal Lines - Client Manager - Remote

Posted 8 weeks ago
Sales / Business
Full Time
CA, USA
$70,000 - $85,000/year

Overview

The Client Manager at C3 plays a crucial role in delivering exceptional service to mid-sized and moderately complex clients, ensuring their needs are met with expertise in insurance coverages and maintaining strong relationships.

In Short

  • Act as the main contact for clients.
  • Prepare applications and documents for submissions.
  • Perform contract reviews for compliance.
  • Process endorsements and analyze exposures.
  • Conduct marketing and negotiate rates.
  • Monitor renewal marketing and bind process.
  • Participate in the claims process.
  • Ensure timely invoicing and premium financing.
  • Maintain files according to company policy.
  • Communicate effectively with clients and internally.

Requirements

  • 5+ years of experience in client management.
  • Active P&C license.
  • Strong attention to detail and organizational skills.
  • Excellent written and oral communication skills.
  • Familiarity with CA marketplace.
  • Experience with high-net-worth clients preferred.
  • Ability to handle fast-paced environments.
  • Knowledge of insurance designations is a plus.
  • Experience with XILO is a major plus.
  • Team player attitude.

Benefits

  • Competitive salary.
  • 100% employer-paid benefits.
  • 401K match.
  • Opportunities for growth.
  • Flexible working schedules.
  • Unlimited PTO for work/life balance.
  • Fun atmosphere with no micromanagement.
  • Opportunity to work from home/remote.
C3 Risk & Insurance logo

C3 Risk & Insurance

C3 Risk & Insurance is a unique insurance brokerage dedicated to providing a fresh perspective and peace of mind to its clients. With a mission to bring color to the insurance industry, C3 emphasizes a supportive and engaging work environment, offering competitive pay, comprehensive benefits, and opportunities for professional growth. The company values expertise in the insurance field, particularly in business insurance and construction accounts, and fosters a culture of flexibility and work-life balance, including unlimited PTO and remote work options.

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