Commercial Lines - Client Services Coordinator (Construction)

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