Commercial Lines - Client Services Coordinator (Construction)

C3 Insurance; San Diego (CA); Remote; USD 33,000 - 43,000; Full time

Benefits offered by this job

Competitive pay

100% employer-paid benefits

401K match

Opportunities for growth

Flexible working schedules

Unlimited PTO (2-week minimum)

Fun atmosphere

No micromanagement

Work from home/remote

Job summary

C3 Risk & Insurance Services in San Diego, CA is seeking a Client Services Coordinator to support client managers with day-to-day insurance servicing, renewals, endorsements, and invoicing. The role requires an active P&C license, strong insurance terminology knowledge, and accuracy in data handling.

Strong communication, attention to detail, and relevant construction risks experience are valued. Opportunity to work remotely or on-site with competitive pay and benefits.

Qualifications

• Active P&C license required; designation preferred.
• Experience with insurance terminology and broker functions.
• Proficiency in MS Office (Word, Excel, Outlook).
• Prioritize tasks and communicate results clearly.

Responsibilities

• Support Client Managers on a designated book of business.
• Handle day-to-day servicing: issue proofs of insurance, prepare renewals, endorsements, and manage invoices.
• Review and deliver premium audits to clients; gather documents for quotes.
• Enter data into carrier systems and ensure binder/audit accuracy.
• Assist team cross-functionally and maintain documentation per policy and standards.

Skills

Insurance terminology

MS Office

Communication skills

Detail oriented

Construction risks experience

Education

P&C license

Insurance designation (preferred)

Tools

MS Office Suite

Job description

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 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.