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Job DescriptionDescription: 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. At C3, our Client Executives act as thought leaders within our organization, demonstrating qualities C3 leadership wants to perpetuate in others, and that others aspire to. Our Client Executives lead service teams comprised of the different roles required to provide the exemplary service that sets C3 apart from our competitors. WHO YOU NEED TO BE • You are the best of the best. Your producers and clients love you and you know how to keep them delighted!, • You hold an active unrestricted Property & Casualty Brokers License, 10 years of industry experience, with a minimum of 5+ years’ experience in a Client Manager or Client Advisor role., • Clients gravitate to you… when you present proposals and lead or participate in meetings, clients lean in and care about what you have to say., • You have the needed leadership skills, expertise, and experience to lead a team of service professionals in ensuring the best client experience for new and renewal marketing, placement, and policy delivery., • You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, proficient at math skills, critical thinking, and having great written and oral communication skills., • Technology is your friend– you usually know all the shortcuts, and what you don’t know, you learn quickly., • You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time. The ability to multi-task is your friend., • If you have a bachelor’s degree and/or Insurance Designation that’s a plus in your favor!, • Experience managing Life Science accounts preferred. THE JOB A Client Executive contributes to C3’s success by being a technical resource to create consistency and technical expertise for the Property & Casualty Department. They are responsible for an assigned book of business. In addition to performing the following tasks: • Model the C3 culture to service teams through demonstration of company values, mission, and vision., • Provide guidance to team on coverage, process adherence, and quality standards., • Guide team members in meeting internal Key Performance Indicators, monitoring results, and reporting on SLA’s and KPI’s monthly, quarterly, and annually., • Monitor service level adherence based on client segment to include the following activities:, • Meet regularly with Producers to update, advise, and inform., • Coordinate all activities on accounts., • Complete and/or review new and renewal proposals., • Participate and/or lead in all meetings with clients., • Prepare and present pre-renewal strategy documents., • Provide support and develop strong client relationships., • Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed., • Participate in new business development and presentations., • Manage all facets of the renewal process:, • Initiate client contact and orchestrate renewal strategy meetings., • Coordinate early renewal negotiations with incumbent carriers., • Oversee the process of preparing and updating specifications., • Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage, • Coordinate coverage placement through marketing efforts and provide direction to the service team, • Review all quotes and manage coverage comparisons and rate negotiations, • Prepare and deliver proposals., • Prepare all binding instructions to carriers., • Manage Expiration Lists, • Establish and consistently maintain effective and positive working relationships with all associates and clients., • Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format., • Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content., • Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients., • Stay up to date on industry trends and changes including state and governmental regulations., • Participate in continuing education and industry events., • Support carrier relationships and build contacts through industry partnerships and associations., • Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans and contracts., • 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., • May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3’s Performance Improvement Process., • Perform other responsibilities and duties as needed. THE FINE PRINT Work Environment & Physical Demands • You must be able to use a keyboard and other office equipment., • Willing to attend industry events and travel to client’s sites required, with occasional overnight stays on out-of-state site visits., • C3 is an equal opportunity employer. At C3 Risk & Insurance Services, we offer: • 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

Boutique wealth management firm in Irvine, CA serving high net worth clientele seeks a Financial Advisor to support client relationships, present financial plans, and deliver a high-touch client experience in a growing firm. Support client relationships as the day-to-day point of contact, running re

We are seeking a client-facing Sub-Advisor to support an established advisory practice by servicing existing clients, completing year-end and annual review meetings, and delivering responsive ongoing planning and service support. Support the advisor team with financial planning inputs and ongoing pl

Attention finance, insurance, and sales professionals - are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable individuals to fill the role of a Financial Advisor - Managed Programs for Cal Coas

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As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. The Senior Advisor Communications & OBA Supervisory Principal will revi

Our San Diego office in California is looking for an Associate Financial Advisor working as part of an advisory team, and on behalf of senior advisors, helps clients achieve their financial goals. Present financial advice or plan to client with the Financial Advisor. Analyze a client's financial dat

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Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. Our

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We are seeking a client-facing Sub-Advisor to support an established advisory practice by servicing existing clients, completing year-end and annual review meetings, and delivering responsive ongoing planning and service support. Support the advisor team with financial planning inputs and ongoing pl

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2. Requirements:• Bachelor’s degree• 5+ years of experience in f

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As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

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On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financi

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The Financial Aid Advisor administers financial aid programs to prospective and active students. The Financial Aid Advisor reports to the Campus Director and has accountability to the Corporate Director of Financial Aid. Explain Financial Aid plans to students and parents; review their rights and re

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