C3 Risk & Insurance Services

• Support one or more Client Managers or Client Executive on a designated book of business • Day-to-day servicing on clients including issuing proofs of insurance • Prepare summary of Insurance for renewal or mid-term reviews • Process and request endorsement transactions with carriers • Provide invoices and statements to clients and review accounts receivables • Review and deliver premium audits to clients • Gather documentation needed for new and renewal marketing • Enter data needed to produce quotes into various carrier systems • Review binders, policies, endorsements, and audits for accuracy

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 (1-3 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. - 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 working in Applied Epic and with Construction risks preferred. THE JOB A Certificate Specialist contributes to C3’s success by performing the following tasks: - Understand contractual language, order specific AI endorsements, follow up with underwriting, communicate with clients and / or CM as needed regarding endorsement changes. - Supports one or more Client Managers or Client Executive on a designated book of business or Team. - Support in day-to-day servicing on clients to include: - o Issuing proofs of insurance - o Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports. - o Entering data needed to produce quotes into various carrier systems. - o Prepare summary of Insurance for renewal or mid-term reviews. - o Process, and request endorsement transactions with carriers and document transactions in management system. - o Review binders, policies, endorsements, and audits for accuracy and deliver to client. - o Provide invoices and statements to clients and review accounts receivables to ensure timely payment on outstanding invoices. - o Enter claims data into management system and transmit to carrier when needed. - o Review and deliver premium audits to clients. - Backup team in other functions as needed. - Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance. - Have good verbal and written communication skills for both client and internal communication. - 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 base hourly pay for this role is $21.00 - $26.00/ hour. 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.

• Act as the initial point of contact for clients, carriers, and others on the Client Service Team. • Guiding and mentoring Benefit Analysts throughout the process. • Keeping clients in compliance with required documentation and reporting. • Analyzing utilization reports and claims data. • Explaining client needs and recommendations. • Preparing and reviewing RFPs for marketing coverage. • Collaborating with carrier representatives for smooth implementation. • Conducting employee open enrollment meetings.

• Act as the main, day-to-day contact for clients • Prepare Applications and other documents for submissions • Perform Contract reviews for compliance • Prepare Certificates of Insurance, Invoices, and Finance Agreements • Process Endorsements, Audits • Analyze and compare current exposures for marketing specifications • Conduct marketing, negotiate rates, and review quotes • Monitor and manage the renewal marketing and bind process • Check binders, policies, endorsements for accuracy • Participate in the claims process, including claim submission and follow-up • Maintain files in accordance with company policy

• Act as the main, day-to-day contact for clients • Prepare Applications and other documents required for a submission • Perform Contract reviews for insurance requirements compliance • Prepare Certificates of Insurance, Invoices, and Finance Agreements • Process Endorsements, Audits • Analyze and compare current exposures for renewal or new business specifications • Conduct marketing, negotiate rates, and review quotes for accuracy • Monitor and manage the renewal marketing and bind process

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. Client Managers provide fast, effective service of the day to day needs of our mid-sized and moderately complex clients by being knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes, maintaining relationships with clients and carrier representatives and assisting in suggesting new lines of coverage for existing clients. WHO YOU NEED TO BE - You are the best of the best! Your producers and clients love you and you know how to keep them delighted! - You have the needed expertise and experience (5+ years) to ensure smooth new and renewal marketing, placement, and policy delivery to producers or clients. - You have the servicing of accounts (endorsements, audits, invoicing, etc.) down to a science. - You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, excellent at math, and having some great written and oral communication skills. - Technology is your friend – you usually know all the shortcuts and what you don’t know, you learn quickly. - You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. - 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! - Experience managing Construction accounts preferred. THE JOB A Client Manager contributes to C3’s success by performing the following tasks: - Act as the main, day-to-day contact for clients in your book. - Prepare Applications and other documents required for a submission. - Perform Contract reviews for insurance requirements compliance. - Prepare Certificates of Insurance, Invoices, and Finance Agreements. - Process Endorsements, Audits. - Analyze and compare current exposures to develop renewal or new business specifications for marketing. - Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy. - Review and summarize marketing results and prepare proposals. - Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times with a Client Executive). - Check binders, policies, endorsements, and audits for accuracy. - Prepare summaries and/or schedules of coverage for clients. - Participate in the claims process, including claim submission, follow-up, and overall communication. - Ensure financial aspects related to invoicing and premium financing are performed correctly and timely. - Maintain files in accordance with company policy and professional standards outlined by the Department of Insurance. - Have good verbal and written communication skills for both client and internal communication. THE FINE PRINT Work Environment & Physical Demands - You must be able to use a keyboard and other office equipment. - Willing to travel to client’s sites required, with occasional overnight stays on out-of-state site visits. - 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 $100,000. 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Client Manager contributes to C3’s success by performing the following tasks: - Act as the main, day-to-day contact for clients in your book. - Prepare Applications and other documents required for a submission. - Perform Contract reviews for insurance requirements compliance. - Prepare Certificates of Insurance, Invoices, and Finance Agreements. - Process Endorsements, Audits. - Analyze and compare current exposures to develop renewal or new business specifications for marketing. - Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy. - Review and summarize marketing results and prepare proposals. - Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times with a Client Executive). - Check binders, policies, endorsements, and audits for accuracy. - Prepare summaries and/or schedules of coverage for clients. - Participate in the claims process, including claim submission, follow-up, and overall communication. - Ensure financial aspects related to invoicing and premium financing are performed correctly and timely. - Maintain files in accordance with company policy and professional standards outlined by the Department of Insurance. - Have good verbal and written communication skills for both client and internal communication. Qualifications - 5+ years of experience in account servicing. - Active P&C license. - Experience managing multi & complex lines of business, international exposure, and specialty lines. - Experience managing Life and Tech Science accounts preferred. - College degree is preferred but not required. - Insurance designation is a plus. Requirements - Attention to detail and strong organizational skills. - Excellent math skills. - Strong written and oral communication skills. - Ability to learn quickly and adapt to new technology. - Team player attitude. Benefits - 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.

• Act as the main, day-to-day contact for clients in your book • Prepare Applications and other documents required for a submission • Perform Contract reviews for insurance requirements compliance • Prepare Evidences of Insurance, Invoices, and Finance Agreements • Process Endorsements • Analyze and compare current exposures to develop renewal or new business specifications for marketing • Conduct marketing, negotiate rates and review quotes and coverages for competitiveness and accuracy • Review and summarize marketing results and prepare proposals • Monitor and manage the renewal marketing and bind process, in partnership with the Producer • Check binders, policies, and endorsements for accuracy • Prepare summaries and/or schedules of coverage for clients • Participate in the claims process, including claim submission, follow-up, and overall communication • Ensure financial aspects related to invoicing and premium financing are performed correctly and timely • Maintain files in accordance with company policy and professional standards outlined by the Department of Insurance • Good verbal and written communication skills for both client and internal communication

• Act as the main contact for clients • Prepare Applications and documents for submissions • Perform Contract reviews • Prepare Evidences of Insurance and Finance Agreements • Process Endorsements • Analyze renewals for marketing • Conduct marketing and negotiate rates • Monitor renewal marketing process

• Act as the main contact for clients • Prepare applications and other documents for submissions • Perform contract reviews for compliance • Prepare certificates of insurance, invoices and finance agreements • Process endorsements and audits • Analyze exposures for renewal or new business specifications • Market negotiate rates and review quotes for competitiveness • Monitor and manage renewal marketing and bind process