C3 Risk & Insurance Services

Client Partner

• 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 Certificates of Insurance, Invoices, and Finance Agreements
• Process Endorsements, Audits
• 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 and Client Executive
• Check binders, policies, endorsements, and audits 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 Department of Insurance professional standards
• Good verbal and written communication for both client and internal communication

Commercial Lines - Client Manager, Life Science