Personal Lines - Client Manager (North Carolina)
C3 Insurance, Raleigh, North Carolina, United States, 27601
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 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 an 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!
THE JOB A
Client Manager
contributes to C3’s success by performing the following tasks:
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 Evidences of Insurance, Invoices, and Finance Agreements.
Process Endorsements.
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.
Check binders, policies, and endorsements, and 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 professional standards outlined by the Department of Insurance.
Have good verbal and written communication skills for both client and internal communication.
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 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
The applicable base salary range for this role is $50,000 to $65,000. 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.
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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 an 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!
THE JOB A
Client Manager
contributes to C3’s success by performing the following tasks:
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 Evidences of Insurance, Invoices, and Finance Agreements.
Process Endorsements.
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.
Check binders, policies, and endorsements, and 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 professional standards outlined by the Department of Insurance.
Have good verbal and written communication skills for both client and internal communication.
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 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
The applicable base salary range for this role is $50,000 to $65,000. 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.
#J-18808-Ljbffr