C3 Risk & Insurance Services · 8 hours ago
Commercial Lines - Client Services Coordinator
San Diego,CA,US
Full-time
Hybrid
Entry, Mid Level
$24.04/hr - $31.25/hr
2+ years expC3 Risk & Insurance Services is dedicated to providing a unique perspective in the insurance industry. They are seeking a Client Services Coordinator to support Client Managers or Client Executives by managing a designated book of business and ensuring effective communication with clients.
Financial ServicesInsuranceLife ScienceMedical Device
Responsibilities
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 payment on outstanding invoices
Review and deliver premium audits to clients
Have good verbal and written communication skills for both client and internal communication
Gather documentation needed for new and renewal marketing, such as prior policies, loss runs and motor vehicle reports
Entering data needed to produce quotes into various carrier systems
Review binders, policies, endorsements, and audits for accuracy and deliver to client
Enter claims data into management system and transmit to carrier when needed
Backup up team in other functions as needed
Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance
Adherence to the stated expectations of the C3’s Quality Management Program
Qualification
Required
2+ years of industry experience showing increasing responsibility directly related to the performance of the duties
A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance
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
Preferred
A college degree
An 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
C3 Risk & Insurance Services fosters peer connections with customers in order to assist them in avoiding unexpected financial loss.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Marife Molina
Partner and Executive Vice President of Revenue
Mike Bialik
President, Employee Benefits
Recent News
Applied Systems
2025-10-09
2025-07-23
Company data provided by crunchbase