Senior Client Manager – Commercial Lines, Construction

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

📋 Description

• Exemplify C3's culture by embodying the company's values, mission, and vision.

• Offer direction to service teams regarding coverage, adherence to processes, and quality benchmarks.

• Foster and nurture robust client relationships.

• Independently manage a specific portfolio of middle- to large-market complex clients.

• Meet regularly with producers to provide updates, advice, and relevant information.

• Evaluate exposures and formulate strategies for renewal or new-business marketing.

• Oversee marketing processes, negotiate rates, and assess quotes and coverage options.

• Seek additional or expanded lines of coverage for current clients.

• Review and summarize marketing outcomes, draft proposals, and secure coverage with carriers.

• Engage in or assist with client presentations.

• Address client inquiries and underwriting questions.

• Conduct contract reviews for insurance requirements and counsel clients on their coverage needs.

• Issue proofs of insurance.

• Create insurance summaries for renewals or mid-term evaluations.

• Participate in client claims reviews and follow up on claims and coverage issues.

• Manage expiration lists and renewals, ensuring accountability for retention.

• Oversee invoicing, corrections, accounting inquiries, and follow-up on receivables.

• Underwrite and market accounts to deliver competitive insurance solutions.

• Stay informed about industry trends and state and governmental regulations.

• Engage in ongoing education and industry events.

• Maintain the confidentiality of client financial documents.

• Organize files and communication documentation according to company policy and Department of Insurance standards.

• Comply with C3’s Quality Management Program.

• Potentially act as Team Lead, which may include preparing performance reviews and overseeing the Performance Improvement Process.

• Execute other responsibilities and duties as required.

• Travel to client locations, occasionally necessitating overnight stays out of state.

⛳️ Requirements

• A minimum of 7 years of experience.

• Proficiency in seamless new and renewal marketing, placement, and policy delivery.

• Experience in servicing accounts, which includes endorsements, audits, and invoicing.

• Familiarity with coverages, carrier guidelines, underwriting practices, legislative changes, and the P&C marketplace.

• Exceptional attention to detail and organizational skills.

• Strong mathematical abilities.

• Excellent written and verbal communication skills.

• Quick adaptability to new technologies.

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

• Experience managing Construction accounts is preferred.

• A college degree is not mandatory; however, if obtained, it is preferred.

• Insurance designation is preferred.

• Capability to prioritize tasks, establish and achieve goals, and resolve problems logically.

• Ability to present complex information clearly to diverse audiences.

• Capacity to manage the financial aspects of accounts with accuracy.

• Knowledge of state and governmental regulations.

• Willingness to engage in ongoing education and industry events.

• Ability to maintain confidentiality of client financial documents.

• Proficiency in using a keyboard and other office equipment.

• Willingness to travel to client locations, which may include occasional overnight stays out of state.

🏝️ Benefits

• Competitive salary.

• 100% employer-paid benefits.

• 401K matching program.

• Opportunities for career advancement.

• Flexible working hours.

• Unlimited paid time off to promote work/life balance (with a two-week minimum requirement).

• Enjoyable work environment.

• No micromanagement.

• Option to work remotely or from home.