Client Manager, Commercial Lines

C3 Risk & Insurance Services

Client Manager at C3 Risk & Insurance handling day-to-day client interactions and ensuring comprehensive insurance solutions. Delivering effective service to mid-sized clients utilizing extensive industry knowledge.

Posted 7/7/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client management, insurance compliance, and financial accuracy, with a strong focus on marketing and proposal preparation. Proficient in analyzing insurance coverages and maintaining detailed documentation.

Highest-signal resume keywords

Client ManagementInsurance ComplianceMarketing AnalysisP&C LicenseOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Contract ReviewCertificate PreparationInvoice ProcessingEndorsement ProcessingMathematical SkillsCoverage AnalysisProposal PreparationClaims Process ParticipationRenewal ManagementFile Maintenance

Soft Skills

Attention to DetailWritten CommunicationOral Communication

Certifications & Qualifications

Active P&C LicenseInsurance Designation

Industry Keywords

UnderwritingCarrier GuidelinesLegislative ChangesFinancial AgreementsMarketing Results

About the role

Key responsibilities & impact

Act as the main, day-to-day contact for clients
Prepare Applications and documents for submission
Perform Contract reviews for insurance requirements compliance
Prepare Certificates of Insurance, Invoices, Finance Agreements
Process Endorsements, Audits
Analyze and compare current exposures for marketing
Conduct marketing, negotiate rates, review quotes and coverages
Review and summarize marketing results, prepare proposals
Monitor and manage renewal marketing and bind process
Check binders, policies, endorsements, audits for accuracy
Prepare summaries/schedules of coverage for clients
Participate in the claims process, including submission and follow-up
Ensure financial aspects related to invoicing and premium financing are correct and timely
Maintain files in accordance with company policy and professional standards

Requirements

What you’ll need

5+ years of experience
Knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes
Attention to detail
Excellent organizational skills
Strong mathematical skills
Great written and oral communication skills
Active P&C license
College degree preferred, not required
Insurance designation preferred, not required

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