Commercial Lines - Client Services Coordinator (Construction)
C3 Risk & Insurance
San DiegoRemoteMid level2+ yrs
Subscribers got this job on 21 October 2026.
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The job in short
Client services for commercial construction insurance.
ExcelMarketingInsurance
Details
- Found
- 6 d ago · posted 2026-10-21
- Location as listed
- San Diego, CA, US
- Role
- Customer Service Representative
- Source
- The company’s own careers site
Full 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 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.
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 pay range for this role is $24.04/hr to $31.25/hr. 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.
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