C3 Risk & Insurance Services

Client Services Representative

• Supports 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
• Prepares summary of Insurance for renewal or mid-term reviews
• Processes endorsement transactions with carriers and documents transactions in the management system
• Provides invoices and statements to clients and reviews accounts receivables to ensure timely payment
• Reviews and delivers premium audits to clients
• Gathers documentation for new and renewal marketing
• Enters data needed to produce quotes into various carrier systems
• Reviews binders, policies, endorsements, and audits for accuracy
• Enters claims data into management system and transmits to carrier when needed
• Maintains files and documentation of communication

Client Services Coordinator