• Cultivate, identify, and secure growth opportunities through upselling, cross selling, and direct selling initiatives • Develop and implement sales strategies & growth opportunities for newly signed Partners • Build and maintain relationships with assigned base • Increase Partner value proposition through presentment of product & solutions • Conduct business reviews to inform of opportunities • Liaise with internal departments to ensure Partner needs are fulfilled effectively

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.

• Project the financial and commercial impact of pricing changes, customer proposals, and contracting scenarios across key accounts • Develop pricing and contracting analyses to diagnose business problems, test hypotheses, and recommend actionable solutions • Conduct competitive and market research to benchmark pricing strategies and identify risks/opportunities • Partner with Customer Solutions and Enterprise Account Management teams to support contract negotiations with data-driven insights • Build customer-ready presentations and supporting analytics that clearly communicate value, performance, and recommendations • Create and maintain reporting on account and contract performance, including pricing compliance, profitability, and trend analysis • Identify pricing optimization opportunities through segmentation, discount analysis, and deal structure evaluation • Support pricing governance by ensuring accuracy and consistency in pricing tools, models, and documentation • Translate complex data into clear business insights for stakeholders at multiple levels, including leadership • Continuously improve analytic processes, dashboards, and tools to increase speed, accuracy, and decision-making impact

• Drive thoughtful, strategic and enterprise level strategy for our most ambitious customers • Facilitate qualification, deal cycle participation, account reviews and value assessments • Accountable for achieving a bookings target while supporting revenue, margin and CSAT metrics • Serves a key contact for customer negotiations and escalations • Enable smooth transition and partnership into our delivery team with effective margins, staffing plans, approach and Salesforce methodology • Act as a trusted advisor to our customers to accelerate value and improve customer outcomes • Serve as a key SME, leader, and services consultant to our sales teams • Serve as the liaison between internal and external teams