RCM&D · 2 months ago
Client Manager - Commercial
Owings Mills
Full-time
Hybrid
Senior Level
5+ years expRCM&D is a company dedicated to risk management, insurance, and employee benefits, seeking a Client Manager to assist with client service needs and manage commercial business. The role involves collaborating with the Client Executive, processing renewals, and ensuring high-quality service standards are met.
Insurance
Responsibilities
Assist Client Executive in obtaining applications for renewal business
Assist Client Executive in marketing of renewal business to include sending submissions/supplemental applications to carriers for quotes and/or requesting rating to be completed by ResourcePro
Request renewals, endorsements, and other needed data to and from the companies and insureds as advised by Client Executive and/or client, where applicable
Generate client proposal reflecting coverages quoted for client meeting
Notify Client Executive of insurance requests to cancel and assist in client retention if needed
Helps keep the team on target as per internal procedures and standards
Provides training, support, and leadership to team members where needed
Meet and greet visiting carriers and their internal representatives as needed
Participate in workflow / improvement planning meetings
Refer current and prospective clients to Employee Benefits and Personal Lines departments for solicitation of those lines of business
Review all activities relating to the public, clients, and companies to avoid issues involving potential errors and omissions
Inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs
Maintain up to date awareness of carriers rating capabilities, new and renewal business criteria, scoring and appetites
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
Perform other duties as requested
Additional job duties as assigned
Qualification
Required
High school diploma or GED, plus a minimum of 5 years of insurance experience with handling 100+ middle market level accounts at a high level of responsibility
Maintain a client centric focus; is highly responsive to internal and external stakeholders' needs and can manage/meet/exceed expectations
Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders
Ability to work independently with limited supervision
Ability to learn third party computer programs/websites
Possess the following skills: Strong oral and written communication, Proactivity, Critical thinking, Organization and time management, Accounting and analytical, Strong attention to detail, Project management
Demonstrate accountability, work well under pressure, and meet deadlines and deliverables
Projects confidence in interactions with colleagues and clients
Contribute to team efficiency by sharing knowledge and best practices
Proficient with Microsoft Office suite
Preferred
Active MD resident or non-resident Property and Casualty License
Experience with Applied - EPIC
Desire to pursue Professional Insurance Designation e.g. CPCU, CIC, CLCS, AAI, CISR
Company
RCM&D
RCM&D is ranked among the top independent insurance advisory firms in the United States.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Cawley
President & Chief Executive Officer
Hilary Millspaugh
Chief Operating Officer, SISCO
Company data provided by crunchbase