C3 Risk & Insurance Services

Client Services Representative

• Support one or more Client Managers or Client Executive on a designated book of business
• Day-to-day servicing on clients including issuing proofs of insurance
• Prepare summary of Insurance for renewal or mid-term reviews
• Process and request endorsement transactions with carriers
• Provide invoices and statements to clients and review accounts receivables
• Review and deliver premium audits to clients
• Gather documentation needed for new and renewal marketing
• Enter data needed to produce quotes into various carrier systems
• Review binders, policies, endorsements, and audits for accuracy

Client Services Coordinator – Commercial Lines, Construction

Client Partner

• Act as the initial point of contact for clients, carriers, and others on the Client Service Team.
• Guiding and mentoring Benefit Analysts throughout the process.
• Keeping clients in compliance with required documentation and reporting.
• Analyzing utilization reports and claims data.
• Explaining client needs and recommendations.
• Preparing and reviewing RFPs for marketing coverage.
• Collaborating with carrier representatives for smooth implementation.
• Conducting employee open enrollment meetings.

Employee Benefits Client Manager – Large Group

• Act as the main, day-to-day contact for clients
• Prepare Applications and other documents for submissions
• Perform Contract reviews for compliance
• Prepare Certificates of Insurance, Invoices, and Finance Agreements
• Process Endorsements, Audits
• Analyze and compare current exposures for marketing specifications
• Conduct marketing, negotiate rates, and review quotes
• Monitor and manage the renewal marketing and bind process
• Check binders, policies, endorsements for accuracy
• Participate in the claims process, including claim submission and follow-up
• Maintain files in accordance with company policy

Commercial Lines Client Manager

• 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
• 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

Commercial Lines – Client Manager, Construction

• 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
• Check binders, policies, endorsements, and audits for accuracy
• Participate in the claims process

Client Manager – Commercial Lines, Life Science

• 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 Evidences of Insurance, Invoices, and Finance Agreements
• Process Endorsements
• 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
• Check binders, policies, and endorsements 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
• Good verbal and written communication skills for both client and internal communication

Client Services Coordinator – Commercial Lines, Construction

Employee Benefits Client Manager – Large Group

Commercial Lines Client Manager

Commercial Lines – Client Manager, Construction

Client Manager – Commercial Lines, Life Science

Client Manager, Personal Lines