Surety - Client Manager

C3 Risk & Insurance Services•San Diego, CA

7d•$70,000 - $90,000•Remote

About The Position

C3 is a company that values a fresh perspective and aims to create peace of mind for its clients. The Client Managers at C3 are crucial in delivering an exceptional client experience. They are responsible for efficiently managing the day-to-day needs of mid-sized and moderately complex clients. This involves being knowledgeable about coverages, carrier guidelines, underwriting, and legislative changes, as well as maintaining strong relationships with clients and carrier representatives. Client Managers also play a role in identifying opportunities to offer new lines of coverage to existing clients.

Requirements

3-5+ years of experience
High level of discretion when collecting and dealing with client data.
Attention to detail, organized, excellent at math, and great written and oral communication skills.
Proficient with technology and quick learner.
Team player attitude.
Active P&C license.
Active Notary Public designation.
Able to hold Power of Attorney appointments with surety companies.

Nice To Haves

College degree
Insurance designation

Responsibilities

Independently service a designated book of surety business of one or more producers.
Respond to client inquiries, address underwriting questions, and communicate with client on new and renewal business, change riders and changes in premium.
Provide professional and timely communications with clients, colleagues, and carriers.
Assist producer in preparing account submissions to surety carriers.
Quote and issue new bonds timely and accurately.
Organize and maintain client files as well as properly document management system with all communications and bond transactions.
Delegate invoicing to appropriate team members.
Prepare and finalize necessary documents, agreements, and applications, including consents, riders, and letters.
Accountable for retention and proper handling of expiration list and renewals.
Develop compliance communication and handle countersignature requirements.
Ensuring underwriting requirements are met, and bonds are issued in compliance with authority and underwriting guidelines.
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.
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, and client’s project and performance history.
Maintain files and documentation of communication in accordance with company policy and professional standards outlined by the Department of Insurance.
Adherence to the stated expectations of the C3’s Quality Management Program.
Perform other responsibilities and duties as needed.