Client Services Coordinator – Commercial Lines, Construction

This is a fully remote position, open to applicants in California.

📋 Description

• Assist one or more Client Managers or Client Executives with a specific portfolio of clients.

• Deliver daily client service support.

• Issue proofs of insurance as required.

• Prepare insurance summaries for renewal or mid-term evaluations.

• Process and request endorsement transactions with carriers, documenting these transactions in the management system.

• Provide clients with invoices and statements.

• Review accounts receivable to ensure the prompt payment of outstanding invoices.

• Review and present premium audits to clients.

• Communicate with clients and internal teams through verbal and written means.

• Collect documentation for new and renewal marketing, including prior policies, loss runs, and motor vehicle reports.

• Input quote data into various carrier systems.

• Review binders, policies, endorsements, and audits for accuracy, delivering them to clients.

• Enter claims data into the management system and transmit it to carriers as necessary.

• Provide backup support to the team in other functions as needed.

• Maintain files and communication documentation in accordance with company policy and Department of Insurance professional standards.

• Comply with C3’s Quality Management Program expectations.

⛳️ Requirements

• A minimum of 2 years of industry experience demonstrating increased responsibility related to the job duties.

• Solid understanding of insurance terminology.

• Knowledge of the general operations of an insurance broker.

• Familiarity with various lines of Business Insurance.

• Active Property & Casualty (P&C) license.

• Currently possess or be in the process of obtaining an insurance designation.

• Willingness to pursue advanced insurance designations and continuing education opportunities.

• Proficiency in MS Office applications, including Word, Excel, and Outlook.

• Ability to prioritize responsibilities, set and achieve objectives, think critically in solving problems, and present outcomes clearly and accurately in both oral and written formats.

• Strong attention to detail.

• Experience in supporting construction risks is preferred.

• Capability to operate a keyboard and other office equipment.

🏝️ Benefits

• Competitive compensation.

• 100% employer-funded benefits.

• 401K matching.

• Opportunities for professional growth.

• Flexible work schedules.

• Unlimited paid time off (PTO) to promote work/life balance (with a minimum of two weeks).

• Enjoyable work environment.

• Absence of micromanagement.

• Option to work remotely or from home.