Commercial Lines - Client Services Coordinator (Construction)

C3 Risk & Insurance Services; San Diego (CA); Hybrid; USD 33,000 - 43,000; Full time

Benefits offered by this job

Competitive pay

Employer-paid benefits

401K match

Growth opportunities

Flexible schedules

Unlimited PTO

Work from home/remote

Fun atmosphere

No micromanagement

Job summary

C3 Risk & Insurance Services in San Diego seeks a Client Services Coordinator to support Client Managers on a designated book of business. Responsibilities include issuing proofs of insurance, preparing renewal summaries, processing endorsements, and invoicing clients.

You will enter quotes into carrier systems, review binders and audits for accuracy, and ensure timely payments. Strong MS Office skills and attention to detail are essential; construction-risk experience is a plus.

Qualifications

• 2+ years of industry experience in insurance.
• Active P&C license; college degree not required but a plus.
• Willingness to pursue insurance designations and continuing education.
• Proficiency with MS Office (Word, Excel, Outlook).
• Strong task prioritization and problem solving; clear communication.
• Attention to detail; construction risks experience preferred.

Responsibilities

• Support one or more Client Managers on a designated book of business.
• Day-to-day servicing: issuing proofs of insurance, renewal summaries, endorsements, invoices, AR review, premium audits.
• Enter data for quotes into carrier systems; review binders and audits for accuracy.
• Provide invoices and statements to clients and ensure timely payments.
• Backup team in other functions as needed; maintain files per policy and DoI standards.

Skills

2+ years industry experience

P&C license

Insurance designations

MS Office (Word, Excel, Outlook)

Task prioritization

Attention to detail

Construction risks experience

Education

College degree preferred

Tools

MS Office

Job 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 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.