Remote Small-Group Benefits Client Manager

C3 Risk & Insurance Services; San Diego (CA); A distancia; USD 75.000 - 95.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

2-3+ years experience

Proactive

Client service excellence

Excellent communication

Attention to detail

Quick learner

Life & Health license

Bilingual English/Spanish

Educación

College degree preferred

Insurance designation

Herramientas

Applied Epic

Descripción del empleo

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.