Description
WHO WE ARE
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.
WHO YOU NEED TO BE
- You have the needed expertise and experience (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.
- You have an active P&C license. If you have a college degree, that sends you to the top of the list, but it isn't required. If you have an insurance designation, that’s even better!
- Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
- 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.
- Experience supporting construction risks preferred.
THE JOB
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.
THE FINE PRINT
Work Environment & Physical Demands
- You must be able to use a keyboard and other office equipment.
- C3 is an equal opportunity employer.
At C3 Risk & Insurance Services, we offer:
- 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
The applicable pay range for this role is $24.04/hr to $31.25/hr. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.