Employee Benefits - Senior Client Manager (Large Group)

C3 Risk & Insurance Services; San Diego (CA); Hybrid; USD 115,000 - 135,000; Full time

Benefits offered by this job

Competitive salary

Employer-paid benefits

401K match

Growth opportunities

Flexible working schedules

Unlimited PTO (min 2 weeks)

Work from home/remote

Job summary

C3 Risk & Insurance Services is seeking a Senior Client Manager (Large Group) to manage client relationships, oversee renewals and enrollment materials, and collaborate with CE partners and carriers for optimal coverage. This role emphasizes accuracy, proactive planning, and strong client service.

You will present renewals to clients, conduct open enrollment meetings, and maintain files in Applied Epic while supporting producers in new business opportunities.

Qualifications

• Over 5 years of expertise delivering marketing, placement, and policy delivery to producers and clients.

Responsibilities

• Act as primary contact for clients, building relationships and ensuring satisfaction.

Skills

Client management

Relationship building

Communication

Open enrollment

Proactive planning

Attention to detail

Math proficiency

Time management

Training others

Education

Life & Health license

College degree (preferred)

Insurance designation

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.

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.
• With over 5 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 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 summarize and present information in a clear, concise, and accurate written and verbal format.
• Able to provide technical expertise, industry knowledge, and excellent client service skills to meet the needs of clients and address any difficulties they may encounter.
• 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!
• You're always ready to step up and take on new duties when necessary.

THE JOB

A Senior Client Manager (Large Group) contributes to C3’s success by performing the following:

• Acting as the primary point of contact for clients in your book of business, building strong relationships and ensuring their satisfaction with our services.
• Responding to and resolving routine issues clients may encounter regarding benefit services and coverage questions in a timely manner.
• Collaborating with Client Service Executives (CE) on more complex accounts to conduct strategic planning meetings, prepare marketing strategies, and identify opportunities for additional coverage.
• Work with General Agent partners on smaller clients utilizing readily available resources
• Conducting or overseeing marketing efforts, negotiating rates, reviewing quotes and coverages for competitiveness and accuracy.
• Preparing and reviewing renewals, proposals, and open enrollment materials to ensure they are accurate and complete in content, compliant with company and regulatory guidelines, and reflect a professional appearance.
• Working closely with carrier representatives to ensure smooth implementation of new plans.
• Reviewing policies, contracts, EOCs, and summaries for accuracy and ensuring clients receive them timely to distribute to their employees.
• Keeping clients in compliance by preparing required documents, filing 5500s, completing required annual reporting or testing, etc.
• Conduct employee open enrollment meetings to communicate benefit options.
• Maintain client files in C3's Applied Epic agency management system.
• Audit invoices post-renewal to ensure accuracy.
• Support producers in securing new business.
• Be willing to train other team members and share expertise.

THE FINE PRINT

Work Environment & Physical Demands

• Occasional local travel to visit clients may be required.
• 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 $115,000 to $135,000. 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‑time basis.