Commercial Lines - Client Services Coordinator
Fully Remote San Diego, CA
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.


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.
  • 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! 
  • 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.

Salary Description
$24.04 - 31.25 / hour