What are the responsibilities and job description for the Personal Lines - Client Manager (California) position at C3 Risk and Insurance Services?
Job Type
Full-time
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.
At C3, our Client Managers are key in providing our clients with the experience that sets C3 apart in the industry. Client Managers provide fast, effective service of the day to day needs of our mid-sized and moderately complex clients by being knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes, maintaining relationships with clients and carrier representatives and assisting in suggesting new lines of coverage for existing clients.
WHO YOU NEED TO BE
- You are the best of the best! Your producers and clients love you and you know how to keep them delighted!
- You have the needed expertise and experience (5 years) to ensure smooth new and renewal marketing, placement, and policy delivery to producers or clients.
- You have the servicing of accounts (endorsements, audits, invoicing, etc.) down to a science.
- You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, excellent at math, and having some great written and oral communication skills.
- Technology is your friend - you usually know all the shortcuts and what you don't know, you learn quickly.
- You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time.
- 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!
- Comfortable with fast paced, high volume of incoming new business quoting, able to stay organized and pivot as needed.
- Have current working knowledge of CA marketplace.
- Have experience with the following would be a plus : CA Fair Plan, DIC Wrap policy, as well as E&S Marketplace.
- Experienced with XILO not necessary, but would be a major plus!
- Experienced working with high-net-worth client, preferred.
THE JOB
A Client Manager contributes to C3's success by performing the following tasks :
THE FINE PRINT
Work Environment & Physical Demands
At C3 Risk & Insurance Services, we offer :
The applicable base salary range for this role is $70,000 to $85,000. 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.
Salary Description
70,000 to $85,000 per year
Salary : $70,000 - $85,000
