Customer Success Specialist
Weave
Commercial Lines - Client Manager, Life Science
C3 Risk & Insurance Services
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteSalary
💰 $75,000 - $100,000 per year
Job Level
Mid-LevelSenior
About the role
- 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 and Client Executive
- 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 Department of Insurance professional standards
- Good verbal and written communication for both client and internal communication
Requirements
- 5+ years experience
- Active P&C license
- Experience managing multi & complex lines of business, international exposure, and specialty lines
- Experience managing Life and Tech Science accounts preferred, but not required
- Strong attention to detail
- Well organized
- Excellent at math
- Great written and oral communication skills
- Technology proficiency and quick learning
- If college degree, preferred (not required)
- Insurance designation preferred
