Commercial Lines - Client Manager (Real Estate) jobs in United States
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C3 Risk & Insurance Services · 1 week ago

Commercial Lines - Client Manager (Real Estate)

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$75K/yr - $100K/yr
date5+ years exp

C3 Risk & Insurance Services is a unique company focused on providing exceptional service to their clients. The Client Manager plays a crucial role in managing client relationships and ensuring effective service delivery for real estate accounts.

Financial ServicesInsuranceLife ScienceMedical Device
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Growth Opportunities

Responsibilities

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

Qualification

P&C licenseReal estate account managementInsurance designationClient relationship managementPolicy deliveryMathematical skillsTechnology proficiencyAttention to detailWritten communicationOral communication

Required

5+ years of expertise and experience in new and renewal marketing, placement, and policy delivery
Experience managing and supporting real estate accounts
Active P&C license
Attention to detail
Well organized
Excellent math skills
Great written and oral communication skills
Ability to use technology effectively and learn quickly
Team player attitude

Preferred

College degree
Insurance designation

Benefits

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

Company

C3 Risk & Insurance Services

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C3 Risk & Insurance Services fosters peer connections with customers in order to assist them in avoiding unexpected financial loss.
dateFounded in 2017
location
San Diego, California, USA
people-size51-200 employees
web-link
https://www.c3insurance.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Marife Molina
Partner and Executive Vice President of Revenue
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Mike Bialik
President, Employee Benefits
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Recent News

Business Wire
C3 Risk & Insurance Services Announces Four New Partners, Boosting the Organization’s Stellar Employee Benefits, Talent Relations, and Client Services Divisions
2026-01-16
Applied Systems
Applied Systems Announces 2025 Pinnacle Award Winners
2025-10-09
citybiz
C3 Risk & Insurance Services Appoints Mike Bialik As President
2025-07-23
Company data provided by crunchbase