Client Manager, Small Business

Client Manager, Small Business
Department:

Commercial

Location:

Hybrid (PA, MD, DC, VA)

FLSA Status:

Exempt

Grow With Us
At RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for a Client Manager who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.

Our Just Cause
Together, we’re creating a future where success is shared and communities thrive.

Our solutions and expertise empower our

clients

to realize opportunities, generate wealth and improve wellbeing.

Our shared ownership model aims to create prosperity for all

colleagues

that share our values and embrace our cause.

Our generosity with both our time and money moves our

communities

forward.

Who We Are
RCM&D, a Unison Risk Advisors company and 2025 Awarded Best Places to Work is ranked among the top independent insurance advisory firms in the United States. Founded in 1885, we leverage our 140+ years of experience and strong local, national and global reach to meet clients’ business objectives.

We are relationship-driven, growth-minded, and deeply committed to doing the right thing for our clients, colleagues, and communities.

The Role
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.

What You’ll Do

Obtains applications for renewal business

Marketing of renewal business to include sending submissions/supplemental applications to carriers for quotes and/or requesting rating to be completed by ResourcePro

Requests renewals, endorsements, and other needed data to and from the companies and insureds as advised by Client Executive and/or client, where applicable

Provide day to day service and support to small business book of business including, but not limited to endorsements, certificates of insurance and related daily service needs

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 and support to team members where neededMeet and greet visiting carriers and their internal representatives as needed

Participate in workflow / improvement planning meetings

Refer current and prospective clients to Employee Benefits, Surety 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

What You Bring
Required Qualifications

High School diploma or GED, plus a minimum of 3 years of insurance experience with handling 100+ small business (under $25,000 premium) 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 their 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 can 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 Qualifications

Active MD resident or non-resident Property and Casualty License

Experience with Applied - EPIC Indio & CSR24

Desire to pursue Professional Insurance Designation e.g. CPCU, CIC, CLCS, AAI, CISR

How You Show Up (Our Core Values in Action)
Successful team members at RCM&D are:

Reliable & Dependable

– We build trust through reliability and consistency in everything we do

Inspiring, Passionate & Positive

– We are passionate about our work and inspire others throughout dedication, positive attitudes, and enthusiasm

Driven by

Integrity & Trust

– We do what’s right, even when it’s hard or when no one is watching

Selfless Team Players

– We succeed together as a team by putting the needs of our clients and colleagues above our own

Entrepreneurial & Solutions-Oriented

– We challenge the status quo and don’t accept “no” as final

What We Offer

Comprehensive benefits package

Employee ownership through a 401(k) employer match and discretionary profit-sharing contributions

Professional development and career growth opportunities

Flexible work arrangements (remote and hybrid options) with a flexible paid time off approach

Equal Opportunity Employer
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.

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