Client Services Coordinator – Commercial Lines, Construction
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
- Support 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
- Prepare summary of Insurance for renewal or mid-term reviews
- Process and request endorsement transactions with carriers
- Provide invoices and statements to clients and review accounts receivables
- Review and deliver premium audits to clients
- Gather documentation needed for new and renewal marketing
- Enter data needed to produce quotes into various carrier systems
- Review binders, policies, endorsements, and audits for accuracy
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 software (i.e., Word, Excel, Outlook)
- Strong attention to detail
- Experience supporting construction risks preferred
Benefits
- Competitive pay
- 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 transactionspremium auditsdata entry for quotespolicy reviewaccount receivables managementclient servicinginsurance proofs issuancerenewal marketing documentationconstruction risk assessment
Soft Skills
attention to detailclient managementorganizational skillscommunication skillsproblem-solvingtime managementadaptabilityteam collaborationcustomer serviceresponsibility
Certifications
P&C licenseadvanced insurance designationscontinuing education credits