C3 Risk & Insurance Services

Client Partner

• Independently service a designated book of surety business
• Respond to client inquiries and address underwriting questions
• Provide professional and timely communications with clients
• Assist producer in preparing account submissions
• Quote and issue new bonds timely and accurately
• Organize and maintain client files
• Prepare and finalize necessary documents and agreements
• Ensure underwriting requirements are met
• Handle financial aspects of an account timely and accurately
• Stay up to date on industry trends and changes

Client Manager

• Act as the main, day-to-day contact for clients
• Prepare Applications and documents for submission
• Perform Contract reviews for insurance requirements compliance
• Prepare Certificates of Insurance, Invoices, Finance Agreements
• Process Endorsements, Audits
• Analyze and compare current exposures for marketing
• Conduct marketing, negotiate rates, review quotes and coverages
• Review and summarize marketing results, prepare proposals
• Monitor and manage renewal marketing and bind process
• Check binders, policies, endorsements, audits for accuracy
• Prepare summaries/schedules of coverage for clients
• Participate in the claims process, including submission and follow-up
• Ensure financial aspects related to invoicing and premium financing are correct and timely
• Maintain files in accordance with company policy and professional standards

Client Manager, Commercial Lines

• Provide fast, effective service to clients
• Maintain relationships with clients and carrier representatives
• Assist in suggesting new lines of coverage
• Analyze and compare current exposures for renewal marketing strategies
• Manage marketing process, negotiate rates, and review quotes
• Present proposals and bind coverage with carriers
• Guide teams on coverage and quality standards
• Respond to client inquiries and manage contracts

Client Manager

Client Manager, Commercial Lines

Senior Client Manager – Commercial Lines