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<h3>Job Description</h3>
Job DescriptionDescription:
The Client Relations Manager (CRM) will oversee and manage client engagements with focus on client deliverables and client satisfaction, develop new business opportunities within existing accounts and work with the client and operations teams to develop implementation plans and establish terms of agreement.
 
This position is remote inside the U.S. but the ideal candidate lives in the Dallas, Texas area and can work a hybrid schedule in our new office location once it opens.
Requirements:
Responsibilities
• Develops and delivers solution proposals and presentations for services • Provides HIM Stateside coding leadership and knowledge internally and for current / prospective clients • Candidate will monitor service productivity and quality through reports provided by Operations to ensure SLAs are being met
• Communicates effectively to deliver department goals, respond to market trends and meet unexpected challenges involved with functioning independently in a fast-paced CRM environment
• Conducts practice assessments for current and prospective clients and provide findings report to highlight areas of business improvement with a focus on providing end-to-end RCM services and Stateside opportunities • Monitors service productivity and quality through reports provided by Operations to ensure SLAs are being met • Acts as the primary liaison between the client’s mid to senior management staff and Managers/Directors
• Ensures any issues or escalations are addressed in a timely manner and to the Client’s satisfaction
• Follow-through to check progress and output consistency
• Tracks escalated issues and reporting to the Operations &amp; CRM leadership
• Reviews weekly project trackers and conducts state of the client discussions with Operations and Management
• Reviews any changes in staffing (new hires/terminations/etc.)
• Participates in strategic and tactical Client/Operations calls to propose solutions and keep sight on opportunities • Review internal quality scores and identify any training needs • CRM must relay any applicable issues gathered from the meeting to the client • Responsible for weekly meetings with the Operations Manager to discuss the following items:
o Production: Shifts in the inventory, change in scope, obstacles contributing to production slowdown e.g. coding volume reductions, difficulties in accessing EMR etc. o Manager, CRM must relay any applicable issues gathered from the meeting to the client
• The CRM must familiarize themselves with the company’s technology and assist in presentations and cross-selling
 
Qualifications
<ul>
<li>4+ years of experience in environment with a focus on RCM services and onshore coding services.</li>
<li>Bachelor’s degree or equivalent experience.</li>
<li>Strong subject matter knowledge of the vertical; both inpatient (IP) and outpatient (OP) revenue processes and HIM.</li>
<li>Capacity for self-motivation, independent initiative and creative problem-solving.</li>
<li>Long-term client relationship development and management skills.</li>
<li>Excellent written, verbal and presentation skills.</li>
<li>Travel: Up to 50% may be required to attend client meetings, or if remote, travel occasionally to the main office which will soon be located in Dallas, Texas.</li>
</ul>

Client Relations Manager (Remote)

<h3>Job Description</h3>
Job DescriptionDescription:
The Client Success Manager (CSM) will ensure that clients achieve their desired outcomes through the use of Medfinancial’s products &amp; services. Acting as a bridge between the client and the organization, fostering strong relationships, driving product adoption, and ensuring satisfaction. By understanding client needs, addressing challenges proactively, and identifying opportunities for growth, the CSM will play a critical role in improving client retention, loyalty, and overall success.
Requirements:
· Build and maintain strong, long-lasting relationships with healthcare clients to ensure satisfaction and loyalty.
· Understand clients’ specific needs and goals and collaborate with internal teams to deliver tailored solutions.
· Monitor client performance and proactively address potential challenges or areas for improvement.
· Provide regular updates, reports, and insights to clients, showcasing the value and impact of our services.
· Identify opportunities for client growth and expansion, with additional services or solutions when appropriate
· Client Onboarding: Assist in guiding new clients through the onboarding process, ensuring a seamless transition and setting them up for success.
· Understanding Client Needs: Collaborate with clients to understand their goals, challenges, and expectations, tailoring solutions to meet their specific requirements.
· Proactive Support: Monitor client performance and proactively address issues or concerns to enhance their experience.
· Driving Adoption: Encourage clients to fully utilize and adopt products or services, showcasing their value and benefits.
· Providing Insights: Deliver regular updates, progress reports, and insights to clients, highlighting their achievements and the impact of your services.
· Cross-Functional Collaboration: Act as a liaison between clients and internal teams, such as sales, product development, and support, to ensure smooth communication and effective solutions.
· Problem Solving: Resolve client issues in a timely and efficient manner, working to exceed their expectations.
· Staying Informed: Keep up-to-date with industry trends, competitors, and best practices to provide informed recommendations and advice.
· Departmental Training(s)

Client Success Manager-Medfinancial

<h3>Job Description</h3>
Job DescriptionDescription:
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Business Banking Client Manager. The Business Banking Client Manager position is responsible for the sourcing, securing, developing, and retaining of profitable business banking relationships within the assigned region. The primary focus is on finding new business opportunities to sell the Bank's products and services and the retention/expansion of existing relationship. This position is also responsible for contributing to the assigned region's credit portfolio quality and processing of requests for credit extension, ensuring credit facilities are properly structured, priced and documented. The Business Banking Client Manager maintains and grows current relationships by identifying and presenting new lending opportunities as well as cross selling bank products as the opportunity arises. This role serves as primary manager of a portfolio of relationships and targets clients with loan exposures primarily in the $250M to $2.5MM range.
<ul>
<li>Serves as primary contact with assigned customers focusing on retention and growth in profitability. Identifies business needs and corresponding sales opportunities bank-wide and actively promotes ways to increase customer reliance on bank products and services, capitalizing on the unique and comprehensive capabilities of the Bank. This would include Deposit Products, Cash Management, Capital Markets, Loan Products and personal banking products and services. Develops new business banking relationships for the Bank. Conducts interviews with applicants to thoroughly understand current and prospective needs including the business financial situation and need for Bank products and services. Visits applicants at their places of business to verify and better assess their current situation and future needs.</li>
<li>Obtains financial statements, tax returns, and other credit information and ensures maintenance of electronic credit files. Conducts analysis of pertinent credit information and/or credit checks.</li>
<li>Works closely with the credit group on all new credit requests and renewals ensuring that all relevant financial and non-financial information is available to the portfolio manager forming a one banking team for all bank clients.</li>
<li>Manages existing portfolio and stays informed on their condition. Is aware of developing trends in the market, which may impact credit quality. Works closely with the portfolio management teams to ensure responsiveness to portfolio management needs and timeliness of reporting responses.</li>
<li>Manages all communications with customers related to credit and non-credit issues. Works with commercial documentation department and Business Credit Management team in the review and negotiation of loan documents. Maintains assigned annual goals for portfolio growth, new business development, and portfolio maintenance.</li>
</ul>
Education / Experience Preferred:
<ul>
<li>Bachelor’s Degree in a related field, preferred.</li>
<li>1-3+ years of experience with business development.</li>
<li>Must possess experience in commercial or business banking with general knowledge of lending laws and regulations.</li>
<li>Credit experience</li>
<li>Must possess excellent communication skills, both written and verbal.</li>
<li>Must possess excellent customer service skills.</li>
</ul>
Pay is dependent on knowledge, skills, abilities, experience, and location.
 
Sunflower Bank Benefits
Employees enjoy outstanding benefits, including:
<ul>
<li>401(k) Plan with 6% Match</li>
<li>Health/Dental/Vision Insurance</li>
<li>Company-paid Life Insurance</li>
<li>Tuition Reimbursement</li>
<li>Fitness Reimbursement</li>
<li>Paid Time Off</li>
<li>Volunteer Leave</li>
<li>Paid Holidays</li>
<li>Plus many more employee perks &amp; incentives!</li>
</ul>
 
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
 
If you qualify, apply online at <a href="http://www.sunflowerbank.com/careers" target="_blank">www.sunflowerbank.com/careers</a>.
 
You’ve never worked anyplace like Sunflower Bank!
 
EOE/AA: Minorities/Females/Disabled/Vets
 
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
 
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.
 
Requirements:

Business Banking Client Manager

<h3>Job Description</h3>
Job DescriptionDescription:
Job Overview:
We’re looking for a highly organized and proactive Office &amp; Client Services Manager to serve as the central point of coordination for both administrative functions and client-facing support. This onsite role blends traditional office management with service coordination, purchasing oversight, and operational support. The ideal candidate is resourceful, detail-oriented, and thrives in a dynamic environment. You’ll support business operations by handling accounts payable, purchase order entry, service call coordination, inventory tracking, and client communications—all while keeping the office running efficiently.
 
Our Benefits Include:
<ul>
<li>Medical, Dental, Vision coverage available</li>
<li>401(k) Plan</li>
<li>Company paid life insurance</li>
<li>Paid Vacation &amp; Paid Holidays</li>
<li>Tuition Reimbursement </li>
<li>Employee Assistance Program (EAP)</li>
</ul>
Responsibilities:
<ul>
<li>Coordinate and manage day-to-day administrative operations to ensure a smooth and efficient office environment</li>
<li>Serve as the primary point of contact in the office for clients purchasing restaurant equipment, ensuring a positive service experience without engaging in direct sales</li>
<li>Process and track vendor invoices and purchase orders related to both office supplies and client equipment orders (Accounts Payable)</li>
<li>Manage inventory levels of restaurant equipment and office supplies, ensuring accuracy in tracking and availability for client needs</li>
<li>Coordinate service calls and client follow-ups related to equipment purchases or deliveries</li>
<li>Input and maintain data for received purchase orders and product inventory systems</li>
<li>Answer and direct incoming calls, providing responsive and professional support to clients and vendors</li>
<li>Assist with cost management and budget tracking for both internal office needs and equipment inventory</li>
<li>Collaborate with internal departments and the General Manager to ensure alignment across client support, inventory management, and administrative functions</li>
<li>Support process improvements to streamline workflow and enhance client experience</li>
<li>Perform other administrative duties as assigned</li>
</ul>
Requirements:
<ul>
<li>Proven experience as an Office Manager, Administrative Coordinator, or similar role.</li>
<li>Strong understanding of Accounts Payable (AP) processes and financial documentation.</li>
<li>Excellent organizational and multitasking skills with high attention to detail.</li>
<li>Strong problem-solving abilities and ability to work independently.</li>
<li>Effective verbal and written communication skills.</li>
<li>Proficiency in Microsoft Office Suite (Word, Excel, Outlook) </li>
<li>Experience with data entry and purchase order processing is a plus.</li>
</ul>

Office & Client Services Manager

<h3>Job Description</h3>
Job DescriptionDescription:
Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.
 While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.
 We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances. And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.
 Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations.
 Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!
 
In-Office: This is a 100% in-office role based at our Pittsford, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours. 
 Position Overview
 
This Client Services Manager role will support the Enterprise tier in the East region. You will play a pivotal role in ensuring client satisfaction and retention. You will develop strategies to effectively address issues, proactively service highly complex clients and prepare and lead a team of Executive Account Managers.
 
Your success in this role is driven by your proficiency with technology, ability to quickly learn our HCM platform and products, and a deep commitment to providing outstanding customer service. This role requires a unique balance of leadership, technical expertise, process management, and soft skills to be effective.
 
As a Client Services Manager, you will work with a peer team of Managers to appropriately prioritize client interactions and efforts on behalf of the client. This includes engaging directly with clients by directly addressing escalated calls and working to negotiate with the client and our internal partners for the betterment of the business.
 Primary Responsibilities
<ul>
<li>Develop strategies and initiatives to enhance and maintain client satisfaction and retention.</li>
<li>Lead and manage a team of Executive Account Managers providing coaching and guidance on client interactions, issue resolution, and the application of soft skills to minimize client risk.</li>
<li>Facilitate continuous learning opportunities to expand the knowledge base of your staff.</li>
<li>Offer proactive development opportunities aligned with corporate goals and values.</li>
<li>Create and maintain an effective and positive work environment that encourages open communication, learning, coaching and recognition in line with the organization’s values.</li>
<li>Monitor team workload, ensuring appropriate balance of volume, priority, and client alignment.</li>
<li>Manage the hiring and onboarding of new team members, emphasizing the establishment of strong trusted relationships from day one.</li>
<li>Generate creative solutions and innovative ideas to increase employee engagement and retention.</li>
<li>Collaborate with cross-functional partners to ensure that processes and tools are in place to best support clients and the client services team, including Technical Services, Finance, Tax, Sales, Support, Distribution, and Implementation.</li>
<li>Exhibit flexibility in day-to-day responsibilities, emphasizing agility in adapting to changing circumstances.</li>
<li>This job requires up to 25% travel for internal and/or client-facing meetings</li>
<li>This role is an onsite position</li>
</ul>
Education and Experience
<ul>
<li>Bachelors degree or equivalent education and experience required</li>
<li>2+ years of previous leadership experience in a customer service/customer relationship role</li>
<li>Experience using reporting and metrics as a key part of the job (Monthly/Quarterly KPIs)</li>
<li>Experience with leading other leaders preferred</li>
<li>Previous experience in HCM/Direct Payroll Industry</li>
<li>Experience working with payroll, HCM, or HRIS software</li>
<li>Excellent knowledge of MS Office, including MS Excel</li>
<li>Strong interpersonal skills</li>
</ul>
Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.
 We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.
 We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact <a href="mailto:accessibility@paylocity.com" target="_blank">accessibility@paylocity.com</a>. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed. 
 
The pay range for this position is $74k-115k/yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via <a href="http://www.paylocity.com/careers" target="_blank">www.paylocity.com/careers</a>.
Requirements:

Manager Client Services - Enterprise

<h3>Job Description</h3>
Job Description
Sovereign Lifestyles is seeking a fierce Client Success Manager to join our high-ticket sales career team, forging transformative impact on a global scale. In this remote sales career, you’ll market, sell, and manage clients of our self-paced digital courses and live seminars—premium tools designed for growth-driven leaders. Your mission: shatter their limits and unleash real results. This isn’t a soft gig; it’s a gritty, dynamic role within a global organization that demands bold sales expertise and unrelenting drive. From your home office, you’ll build lasting relationships with ambitious clients worldwide, drive revenue through strategic upselling and cross-selling, and wield CRM tools to pinpoint high-value opportunities. At Sovereign Lifestyles, we’re not about handouts—this sales career thrives on hustle and edge.
Responsibilities:
<ul>
<li>Forge enduring client relationships, ensuring top-tier experiences and retention.</li>
<li>Shatter revenue ceilings with tailored upselling and account expansion strategies.</li>
<li>Leverage CRM software to track interactions, manage pipelines, and seize big wins.</li>
<li>Conduct Zoom reviews to align client goals with our high-ticket offerings.</li>
<li>Stay sharp on market trends, adapting tactics to keep your edge honed.</li>
</ul>
Requirements:
<ul>
<li>3-5 years in client success or account management—EdTech/personal dev experience preferred.</li>
<li>Mastery of high-ticket sales methodologies (consultative/value-based selling).</li>
<li>CRM and Zoom proficiency—remote sales career fluency is non-negotiable.</li>
<li>Strategic grit and executive presence to manage growth-driven leaders.</li>
<li>Passion to champion ambitious pros in a premium sales career setting.</li>
</ul>
Benefits:
<ul>
<li>Performance based compensation—your hustle sets your earning potential.</li>
<li>Flexible WFH scheduling—forge your rhythm in this remote career.</li>
<li>Weekly training—sharpen your skills with Sovereign Lifestyles’ expert crew.</li>
</ul>
Ready to unleash your edge in a remote career with Sovereign Lifestyles? Submit your application now—potentially qualified applicants will receive a screening questionnaire via email upon review. Advance Your Application—growth-driven pros only.

Client Success Manager (Remote)

<h3>Job Description</h3>
Job Description
Sovereign Lifestyles seeks a fierce Client Success Manager to forge transformative impact in a high-ticket sales career. You’ll market, sell, and manage clients of our self-paced digital courses and live seminars—premium tools for growth-driven leaders—shattering their limits to unleash real results. This isn’t a soft ride; it’s a global organization gig demanding grit. From your home base, you’ll build lasting client relationships, drive revenue through upselling, and wield CRM tools to spot high-value wins.
Bring 3-5 years in client success or account management—EdTech/personal growth a plus—mastery of high-ticket sales (consultative/value-based), and CRM/Zoom fluency. Strategic thinking, executive presence, and a fire for growth-driven leaders are musts. Thrive remotely in a dynamic sales career with Sovereign Lifestyles, leveraging your edge to boost client growth and our bottom line. Enjoy performance based compensation, flexible WFH scheduling, and weekly training to sharpen your skills.
Ready for a remote sales career that forges real impact? Submit your application now—potentially qualified applicants will receive a screening questionnaire via email upon review. Advance Your Application—growth-driven pros only.

<h3>Job Description</h3>
Job DescriptionDescription:
EXHIBIT A
Job Description
Job Title: Client Representative-Account Manager
Reports To: VP of Sales
FLSA Status: Exempt
Department: Sales
Summary: Responsible for supporting the Company's sales goals through professional sales techniques and good customer service. Maintains quality relations with existing accounts and provides sales and marketing coverage by performing the following duties.
Responsibilities include the following:
<ol>
<li>Develops maximum sales potential out of assigned Territory through competitive sales techniques and knowledge of the Company's products and services as well as the competition's strengths/weaknesses.</li>
<li>Builds and maintains quality relations with existing assigned accounts, and increases account base and volume of sales consistently.</li>
<li>Contacts customers via telephone, correspondence, or in person by traveling as frequently as necessary to meet and surpass profitable sales goals for the Company.</li>
<li>Reevaluates work on an ongoing basis to increase market share.</li>
<li>Assesses the quality of offerings and develops opinion reports on strategies to increase the Company's market share.</li>
<li>Creates customized proposals to meet specific customer requirements efficiently.</li>
<li>Stays abreast of market conditions regarding products, product updates, service offerings, and new technologies through available resources.</li>
<li>Utilizes Company leads to expand current customer base and follows up on all leads promptly.</li>
<li>Maintains updated, organized files on all accounts in assigned Territory.</li>
<li>Completes and submits sales reports each week on account activity, outstanding proposals, proposals secured, and proposals lost with complete documentation.</li>
<li>Provides information and follows up with customers as requested.</li>
<li>Performs other related duties as assigned.</li>
</ol>
 
Requirements:
Essential duties include the following:
Make job contacts working from assigned sales call forms. Call existing clients to determine interest, provide general information, and set up appointments.
Inspect the site, review customer ideas and design alternatives, discuss budget considerations, and define objectives. Identify areas of possible needs for the client
Modify plans as appropriate to meet customer desires and finalize sales agreements.
Make follow-up contacts with customers to ensure satisfaction.
Sell projects following predetermined sales goal
Produce new leads from cold and warm call opportunities.
Work to build strong client relationships- turn one-time customers into returning customers
Follow up on projects and any questions regarding job turnout with the construction supervisor, crew foreman, and designer
Attend job production meetings and coordinate the schedule board with the Construction Supervisor
Measure new properties, write up contract/estimate, and present to the client. Complete the sale through defined SOP, write up, and process work orders. Complete all aspects of the sale from start to finish.
Troubleshoot problems in the field. Make suggestions and adjustments with the supervisor/foreman as needed
Plan, create, and administer watering maps and watering schedules for commercial and multi-family accounts
Meet with the construction supervisor to explain the job and anything that might need special attention
Meet the construction supervisor and foreman on-site to discuss or lay out the job
Introduce the construction supervisor and foreman to the client when possible
Advise clients on the status of their job. Let them know you will be back to check the progress of the job
Confirm in writing all agreements, change orders, decisions, assignments, and follow-up
Attend multi-family and commercial meetings and walkthroughs. 
Client Representative understands that these may take place outside of regular working hours and on weekends.
Complete site inspections of multi-family, commercial, and residential accounts for enhancement sales
Make a final check of the job with a focus on "attention to detail." Try to make this inspection as the crew is finishing the job so any last-minute details can be corrected while the crew is on-site
Snow plowing and deicing management to include but not limited to:
 Assist in snow removal operations and be available to assist the team at any time.
Monitoring weather conditions and advise clients on the need for deicers or additional snow services as weather conditions dictate 
 
Client representatives will have many sales opportunities and the need to be off-site. It is understood that client representatives shall maintain regular office hours as set forth by management. Sales Staff 8:00-5:00 *Winter hours 1 hour less start or stop time, not both
Skills/Competencies:
Excellent Oral and Written Communication Skills 
Customer Relations
Customer Service 
Diplomacy
Math Skills 
Negotiations
Professionalism
Presentation 
Closing Techniques
Excellent Organizational/Time Management Skills 
Sales and Growth-oriented
Practical problem-solving skills, ability to handle adversity
Energetic self-starter and demonstrates initiative 
Education/Experience:
Bachelor's Degree required plus three to five years of related experience and training; or equivalent combination of education and experience.
Account management experience is required in the landscaping industry-related position
Horticultural knowledge and experience preferred
A pre-employment drug test is required after the offer of employment.
Must be able to communicate in English, including reading and writing, (Bilingual Spanish a plus)
Demonstrated proficiency in Microsoft Office and computer skills are required
Certifications/Licenses:
Valid Driver's License - Must meet insurance underwriting requirements 
I acknowledge receipt of the Outside Sales Client Representative Job Description. I will review it, should I have any questions or need clarification, I will reach out to my immediate supervisor or Human Resources.
________________________________ _________________________
Print Employee Name Date
________________________________
Signature
______________________________ __________________________
Supervisor Signature Date

Client Rep-Account Manager

<h3>Job Description</h3>
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 Managers are key in providing our clients with the experience that sets C3 apart in the industry. Client Managers provide fast, effective service of the day to day needs of our mid-sized and moderately complex clients by being knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes, maintaining relationships with clients and carrier representatives and assisting in suggesting new lines of coverage for existing clients.
 
WHO YOU NEED TO BE
<ul>
<li>You are the best of the best! Your producers and clients love you and you know how to keep them delighted!</li>
<li>You have the needed expertise and experience (5+ years) to ensure smooth new and renewal marketing, placement, and policy delivery to producers or clients.</li>
<li>You have the servicing of accounts (endorsements, audits, invoicing, etc.) down to a science.</li>
<li>You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, excellent at math, and having some great written and oral communication skills.</li>
<li>Technology is your friend – you usually know all the shortcuts and what you don’t know, you learn quickly.</li>
<li>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.</li>
<li>You have an active P&amp;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!</li>
<li>Experience supporting Real Estate/Hospitality accounts preferred.</li>
</ul>
 
THE JOB
 
A Client Manager contributes to C3’s success by performing the following tasks:
<ul>
<li>Act as the main, day-to-day contact for clients in your book.</li>
<li>Prepare Applications and other documents required for a submission.</li>
<li>Perform Contract reviews for insurance requirements compliance.</li>
<li>Prepare Certificates of Insurance, Invoices, and Finance Agreements.</li>
<li>Process Endorsements, Audits.</li>
<li>Analyze and compare current exposures to develop renewal or new business specifications for marketing.</li>
<li>Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy.</li>
<li>Review and summarize marketing results and prepare proposals.</li>
<li>Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times with a Client Executive).</li>
<li>Check binders, policies, endorsements, and audits for accuracy.</li>
<li>Prepare summaries and/or schedules of coverage for clients.</li>
<li>Participate in the claims process, including claim submission, follow-up, and overall communication.</li>
<li>Ensure financial aspects related to invoicing and premium financing are performed correctly and timely.</li>
<li>Maintain files in accordance with company policy and professional standards outlined by the Department of Insurance.</li>
<li>Have good verbal and written communication skills for both client and internal communication.</li>
</ul>
 
THE FINE PRINT
 
Work Environment &amp; Physical Demands
<ul>
<li>You must be able to use a keyboard and other office equipment.</li>
<li>Willing to travel to client’s sites required, with occasional overnight stays on out-of-state site visits.</li>
<li>C3 is an equal opportunity employer.</li>
</ul>
 
At C3 Risk &amp; Insurance Services, we offer:
<ul>
<li>Competitive salary</li>
<li>100% employer-paid benefits</li>
<li>401K match</li>
<li>Opportunities for growth</li>
<li>Flexible working schedules</li>
<li>Unlimited PTO to support work/life balance (with a two-week minimum)</li>
<li>Fun atmosphere</li>
<li>No micromanagement</li>
<li>Opportunity to work from home/remote</li>
</ul>
The applicable base salary range for this role is $75,000 to $100,000. 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.
Requirements:

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