Client Manager, Personal Lines
C3 Risk & Insurance Services
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $70,000 - $85,000 per year
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 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
Requirements
- 5+ years of experience in insurance or related field
- Active P&C license
- College degree preferred but not required
- Knowledge of CA marketplace
- Familiarity with CA Fair Plan, DIC Wrap policy, and E&S Marketplace preferred
- Technology proficiency
- Experience with high-net-worth clients preferred
Benefits
- Competitive salary
- 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
contract reviewinsurance compliancemarketing analysisrate negotiationproposal preparationclaims processinvoicingpremium financingfile maintenancedocument preparation
Soft Skills
communication skillsclient managementorganizational skillsnegotiation skillsanalytical skills
Certifications
P&C license