Client Manager, Commercial

Client Manager Commercial

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. Were 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 were creating a future where success is shared and communities thrive.

1. Our solutions and expertise empower ourclientsto realize opportunities generate wealth and improve wellbeing.
2. Our shared ownership model aims to create prosperity for all colleaguesthat share ourvalues and embrace our cause.
3. 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 overseeing and managing a book of Commercial accounts serving as the primary liaison between the agency and clients. This role involves developing strong client relationships providing strategic guidance on coverage options coordinating renewals and ensuring timely and accurate policy servicing. The CM works closely with internal teams and carriers to deliver tailored insurance solutions and maintain high levels of client satisfaction and retention.

What Youll Do

• Market renewal and new lines of insurance including creating coverage specifications creating manuscript coverage wording and analyzing/negotiating quotes received from carriers.
• Manage the full client service cycle monitor timeframes and meet renewal deadlines with oversight guidance and input from the Client Executive or Risk Advisor.
• Participate in stewardship planning and annual meetings and assist with report completion.
• Retain and develop accounts by making recommendations regarding the risk to the client for the most cost-effective and proper insurance coverage.
• Prepare/write proposals and provide quote comparisons form reviews etc.
• Review all contracts for accuracy and create and present coverage analysis.
• Review policy coverage and account data identifying cross-selling and additional revenue opportunities.
• Demonstrate a consultative approach by assessing client needs promptly responding to questions and making sound recommendations on a day-to-day basis.
• Maintain client files and transactions in EPIC.
• Stay informed about current trends and developments in the industry and maintain up-to-date knowledge of technical and professional standards by attending company-sponsored and industry training.
• Service clients following PAR E&O professional service standards by complying with all E&O Plus legal and regulatory requirements.
• Achieve a minimum rating of 90% from E&O Plus audits on all accounts.
• 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 commercial 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
• Planning and analysis
• Intermediate to advanced knowledge of Microsoft Office suite
• Proactivity
• Critical thinking
• Organization and time management
• Advanced 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.
• Delegate appropriately and provide development opportunities for co-workers.
• Train co-workers through on-the-job training.

Preferred Qualifications

• Advanced insurance designations such as CIC CPCU or other pertinent designations desirable.
• Experience with Applied EPIC is preferred.
• Appropriate jurisdictional license required.
• Maintain Appropriate Licenses: Property & Casualty (required) and Life and Health (desired) for cross-selling opportunities.
• Bachelors degree in business or another related field is a plus.

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 through out dedication positive attitudes and enthusiasm
• Driven by Integrity & Trust We do whats right even when its 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 dont 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.