Commercial Lines - Client Manager (Real Estate)

C3 Risk & Insurance Services•San Diego, CA

just now•$75,000 - $100,000•Remote

About The Position

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. 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! Must have experience managing and supporting real estate accounts.

Requirements

5+ years of expertise and experience to ensure smooth new and renewal marketing, placement, and policy delivery to producers or clients.
Experience servicing of accounts (endorsements, audits, invoicing, etc.).
Attention to detail, well organized, excellent at math, and have great written and oral communication skills.
Active P&C license.
Must have experience managing and supporting real estate accounts.

Nice To Haves

College degree
Insurance designation

Responsibilities

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.