Employee Benefits - Client Manager (Small Group)

C3 Risk & Insurance Services; San Diego (CA); Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

100% employer-paid benefits

401K match

Growth opportunities

Flexible working schedules

Unlimited PTO (2-week minimum)

Fun atmosphere

No micromanagement

Work from home/remote

Job summary

C3 Risk & Insurance Services is seeking a Client Manager (Small Group) to serve as the main contact for small group employee benefits clients, coordinating marketing, coverage reviews, and ongoing service delivery.

You will work with Producers and CE to tailor marketing strategies, renewals and benefit kits, while mentoring teammates and ensuring accurate documentation and compliance across client engagements.

Qualifications

• Minimum 2–3+ years of experience in marketing, placement and policy delivery.
• Proactive with ability to anticipate obstacles and meet deadlines.
• Excellent communication and client servicing skills.
• Bilingual in English and Spanish preferred.
• Life & Health license held or pursued.

Responsibilities

• Act as the primary point of contact for small group clients in your book.
• Collaborate with Producer and CE to understand client needs and marketing strategies.
• Assist producers in securing new business opportunities and reviewing coverage.
• Train and mentor team members to develop skills and knowledge.
• Summarize marketing results and prepare client proposals with Producer/CE.
• Ensure carriers/vendors are notified of client decisions and proper placement.
• Review policies and EOCs for accuracy and distribute to clients.
• Maintain client files in Applied Epic and audit invoices at year start.

Skills

2-3+ years experience

Proactive

Client service excellence

Excellent communication

Attention to detail

Quick learner

Life & Health license

Bilingual English/Spanish

Education

College degree preferred

Insurance designation

Tools

Applied Epic

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.

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.

At C3, our Client Managers are key in providing our clients with the experience that sets C3 apart in the industry.

Who You Need To Be

• You are the best of the best! You are highly valued by your service team and clients alike, with a proven track record of keeping them delighted.
• Have a minimum of 2-3+ years of expertise and experience, you are skilled at ensuring the seamless execution of new and renewal marketing, placement, and policy delivery to both producers and clients.
• Demonstrate proactivity by anticipating potential obstacles and taking steps to prevent them before they occur.
• Exceptional at managing expectations and ensuring that deadlines are met with internal team members, carrier/vendor partners, and clients.
• Your ability to service accounts is outstanding, and you know that quality is key. Your attention to detail, excellent organizational skills, and math proficiency are just some of your best traits.
• Excellent and strong communication skills, essential for presenting renewals to clients and delivering open enrollment presentations to employees, with the ability to provide non-technical explanations of technical matters and summary and present information in a clear, concise, and accurate written and verbal format.
• You're also a quick learner, and technology is your friend – you usually know all the shortcuts and what you don’t know, you learn quickly.
• You have an active Life & Health license. If you have a college degree, that sends you to the top of the list, but it is not required. If you have an insurance designation, that is even better!
• As a proactive and analytical individual, you understand the importance of a positive attitude and being a team player.
• You're always ready to step up and take on new duties when necessary.
• Bilingual in English and Spanish preferred.

THE JOB

Benefits

A Client Manager (Small Group) contributes to C3’s success by performing the following tasks on behalf of the Small Group Employee Benefits team:

• Act as the primary point of contact for small group clients in your book, building strong relationships with them and ensuring their satisfaction with our services.
• Collaborate with Producer and Client Service Executives (CE) to understand client needs, prepare marketing strategies, and identify opportunities for additional coverage.
• Support producers in securing new business opportunities with existing clients by reviewing current coverage lines and evaluating whether adjustments are needed based on benchmarking or salary.
• Train and mentor team members to help them develop their skills and knowledge.
• Conduct or oversee marketing efforts, negotiating rates, reviewing quotes and coverages for competitiveness and accuracy with our General Agency partners.
• Summarize marketing results and prepare proposals for clients in partnership with Producer/CE.
• Ensure carriers/vendors are notified of client decisions (even when they don’t win the coverage) and oversee the correct program placement.
• Review policies, contracts, EOCs, and summaries for accuracy and ensure clients receive them.
• Work with Producer to keep clients up-to-date on important compliance and legislation.
• Prepare and renew the Benefit Administration Solution and Employee Benefit Kits for year-round offerings, working with the General Agency Partner as necessary.
• Assist clients with administrative or employee issues when needed.
• Maintain client files in Agency Management System, Applied Epic.
• Audit invoices at the beginning of the year to ensure accuracy.

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 $75,000 to $95,000. 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.