Client Manager

C3 Risk & Insurance Services

Client Manager overseeing a book of surety business, providing timely services and maintaining client relationships for C3 Risk & Insurance. Researching underwriting requirements and communicating effectively.

Posted 7/7/2026full-timeSan Diego • California • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client management and underwriting processes, ensuring compliance with carrier guidelines and legislative changes while maintaining strong communication and organizational skills.

Highest-signal resume keywords

Client ManagementUnderwriting KnowledgeP&C LicenseNotary Public DesignationAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Surety Business ServicingAccount Submission PreparationBond Quoting and IssuingDocument PreparationFinancial Account Management

Soft Skills

Written CommunicationOral CommunicationOrganizational Skills

Certifications & Qualifications

Active P&C LicenseActive Notary Public Designation

Industry Keywords

Insurance DesignationCarrier GuidelinesLegislative ChangesIndustry Trends

About the role

Key responsibilities & impact

Independently service a designated book of surety business
Respond to client inquiries and address underwriting questions
Provide professional and timely communications with clients
Assist producer in preparing account submissions
Quote and issue new bonds timely and accurately
Organize and maintain client files
Prepare and finalize necessary documents and agreements
Ensure underwriting requirements are met
Handle financial aspects of an account timely and accurately
Stay up to date on industry trends and changes

Requirements

What you’ll need

3-5+ years of experience in client management
Knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes
Active P&C license
College degree preferred (not required)
Insurance designation preferred (not required)
Active Notary Public designation
Excellent written and oral communication skills
Attention to detail and strong organizational skills

Benefits

Comp & perks

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