Client Manager

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Working at RCM&D and SISCO 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, and 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

• Create and maintain an unforgettable client experience
• 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

Preferred but not required :

Job Performance Standards :

This job description is intended to describe the level of work required of the person performing the job, and the physical requirements normal to the position. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description.

The employer has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Additional Qualifications

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

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Insurance

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