RCM&D
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Client Manager - Commercial
role at
RCM&D
2 days ago Be among the first 25 applicants
Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.
Job Summary The Client Manager is responsible for assisting the Commercial Lines Client Executive and Senior Client Manager with client service needs; making changes to existing accounts; handling and processing new and renewal commercial business; meeting service and sales delivery standards; and performing essential functions to the quality and service standards developed by the agency.
Essential Functions
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.
Minimum Education/Abilities/Skills
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.
Additional Qualifications
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
RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development
Industries Insurance
Referrals increase your chances of interviewing at RCM&D by 2x
Sign in to set job alerts for “Client Manager” roles. #J-18808-Ljbffr
Client Manager - Commercial
role at
RCM&D
2 days ago Be among the first 25 applicants
Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.
Job Summary The Client Manager is responsible for assisting the Commercial Lines Client Executive and Senior Client Manager with client service needs; making changes to existing accounts; handling and processing new and renewal commercial business; meeting service and sales delivery standards; and performing essential functions to the quality and service standards developed by the agency.
Essential Functions
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.
Minimum Education/Abilities/Skills
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.
Additional Qualifications
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
RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.
Seniority level Mid-Senior level
Employment type Full-time
Job function Sales and Business Development
Industries Insurance
Referrals increase your chances of interviewing at RCM&D by 2x
Sign in to set job alerts for “Client Manager” roles. #J-18808-Ljbffr