Commercial Lines - Senior Client Manager

C3 Risk & Insurance Services•San Diego, CA

just now•$95,000 - $125,000•Remote

About The Position

At C3, our Senior Client Managers are key in providing our clients with the experience that sets C3 apart in the industry. Senior 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.

Requirements

7+ years of experience
Expertise in servicing accounts (endorsements, audits, invoicing, etc.)
Attention to detail
Well organized
Excellent at math
Great written and oral communication skills
Technology proficient
Team player
Active P&C license

Nice To Haves

College degree
Insurance designation

Responsibilities

Model the C3 culture to service teams through demonstration of company values, mission, and vision.
Provide guidance to team on coverage, process adherence, and quality standards.
Provide support and develop strong client relationships.
Independently service a designated book of business of middle – large market complex clients for one or more producers.
Meet regularly with Producers to update, advise, and inform.
Analyze and compare current exposures to develop renewal or new business marketing strategies.
Manage the marketing process, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage
Review and summarize marketing results, prepare proposals, and bind coverage with carriers.
Participate and/or support in presenting to clients and key decision makers.
Respond to client inquiries, address underwriting questions, providing professional and timely communications with clients, colleagues, and carriers.
Perform contract reviews for insurance requirements and advise clients of coverage needs and issue proofs of insurance.
Prepare summary of Insurance for renewal or mid-term reviews.
Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
Accountable for retention and proper handling of expiration list and renewals.
Handling financial aspects of an account timely and accurately - including invoicing and corrections, responding to client accounting questions, accounting department inquiries, and following up with clients on receivables.
Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
Stay up to date on industry trends and changes including state and governmental regulations.
Participate in continuing education and industry events.
Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts.
Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
Have good verbal and written communication skills for both client and internal communication.
Adherence to the stated expectations of the C3’s Quality Management Program.
May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3’s Performance Improvement Process.
Perform other responsibilities and duties as needed.
Willing to travel to client’s sites required, with occasional overnight stays on out of state site visits.