Client Services Coordinator – Commercial Lines, Construction

C3 Risk & Insurance Services

. Support one or more Client Managers or Client Executives on a designated book of business .

Posted 10/23/2026full-timeRemote • California • United StatesJuniorMid-Level💰 $24 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client servicing and insurance processes, including issuing proofs of insurance, preparing summaries, and managing endorsements. Proficient in maintaining accurate documentation and adhering to industry standards while effectively communicating with clients and internal teams.

Highest-signal resume keywords

Client ServicingInsurance TerminologyActive P&C LicenseMS Office ProficiencyAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Summaries PreparationEndorsement Transactions ProcessingClaims Data EntryAccounts Receivable ReviewPremium Audits Review

Soft Skills

Problem SolvingGoal SettingClear Communication

Tools & Technologies

Management SystemCarrier Systems

Certifications & Qualifications

Active P&C LicenseInsurance Designation

Industry Keywords

Business InsuranceConstruction RisksQuality Management ProgramInsurance Broker Functions

About the role

Key responsibilities & impact

Support one or more Client Managers or Client Executives on a designated book of business
Provide day-to-day client servicing
Issue proofs of insurance
Prepare insurance summaries for renewal or mid-term reviews
Process and request endorsement transactions with carriers and document transactions in the management system
Provide invoices and statements to clients
Review accounts receivable to ensure timely payment of outstanding invoices
Review and deliver premium audits to clients
Communicate with clients and internal teams verbally and in writing
Gather documentation for new and renewal marketing, including prior policies, loss runs, and motor vehicle reports
Enter quote data into various carrier systems
Review binders, policies, endorsements, and audits for accuracy and deliver them to clients
Enter claims data into the management system and transmit it to carriers when needed
Back up the team in other functions as needed
Maintain files and communication documentation according to company policy and Department of Insurance professional standards
Adhere to C3’s Quality Management Program expectations

Requirements

What you’ll need

2+ years of industry experience showing increasing responsibility directly related to the duties
Good understanding of insurance terminology
Understanding of the general functions of an insurance broker
Understanding of various lines of Business Insurance
Active P&C license
Currently hold or be in the process of obtaining an insurance designation
Willingness to pursue advanced insurance designations and continuing education
Proficiency with MS Office software, including Word, Excel, and Outlook
Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results clearly and precisely in oral and written form
Strong attention to detail
Experience supporting construction risks preferred
Ability to use a keyboard and other office equipment

Benefits

Comp & perks

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