Client Manager

6 days ago

Owings Mills, MD, United States Unison Risk Advisors Full time

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.

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