Client Services Coordinator
C3 Risk & Insurance Services
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $24 - $31 per hour
About the role
- 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
Requirements
- 2+ years of industry experience showing increasing responsibility
- Good understanding of insurance terminology and functions of an insurance broker
- Active P&C license
- College degree preferred but not required
- Willingness to pursue advanced insurance designations and continuing education
- Proficiency with MS Office (Word, Excel, Outlook)
- Strong attention to detail
- Good verbal and written communication skills
Benefits
- 100% employer-paid benefits
- 401K match
- Opportunities for growth
- Flexible working schedules
- Unlimited PTO to support work/life balance (with a two-week minimum)
- Fun atmosphere
- No micromanagement
- Opportunity to work from home/remote
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance terminologyendorsement transactionsclaims data entrypremium auditsdata entry for quotesaccount receivables managementproofs of insurance preparationpolicy reviewdocumentation management
Soft Skills
attention to detailverbal communicationwritten communicationclient servicingorganizational skills
Certifications
P&C license