Commercial Lines - Client Services Coordinator

C3 Risk & Insurance•San Diego, CA

4d•$24 - $31•Remote

About The Position

C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind. A Client Services Coordinator contributes to C3’s success by performing the following tasks: Supports one or more Client Managers or Client Executive on a designated book of business. Support in day-to-day servicing on clients to include: Issuing proofs of insurance Prepare summary of Insurance for renewal or mid-term reviews. Process, and request endorsement transactions with carriers and document transactions in management system. Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices. Review and deliver premium audits to clients. Have good verbal and written communication skills for both client and internal communication. Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports. Entering data needed to produce quotes into various carrier systems. Review binders, policies, endorsements, and audits for accuracy and deliver to client. Enter claims data into management system and transmit to carrier when needed. Backup up team in other functions as needed. Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance. Adherence to the stated expectations of the C3’s Quality Management Program.

Requirements

2+ years of industry experience showing increasing responsibility directly related to the performance of the duties below.
A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance.
An active P&C license.
Proficiency with MS Office software (i.e., Word, Excel, and Outlook).
Prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written form.
Strong attention to detail.

Nice To Haves

A college degree
An insurance designation
Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.

Responsibilities

Supports one or more Client Managers or Client Executive on a designated book of business.
Support in day-to-day servicing on clients to include: Issuing proofs of insurance
Prepare summary of Insurance for renewal or mid-term reviews.
Process, and request endorsement transactions with carriers and document transactions in management system.
Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices.
Review and deliver premium audits to clients.
Have good verbal and written communication skills for both client and internal communication.
Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports.
Entering data needed to produce quotes into various carrier systems.
Review binders, policies, endorsements, and audits for accuracy and deliver to client.
Enter claims data into management system and transmit to carrier when needed.
Backup up team in other functions as needed.
Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
Adherence to the stated expectations of the C3’s Quality Management Program.