Client Manager, Commercial

Who We Are

RCM&D a Unison Risk Advisors companyand 2025 Awarded Best Places to Workis ranked among the top independent insurance advisory firms in the United States. Founded in 1885 weleverageour 140 years of experience and strong localnationaland global reach to meet clients businessobjectives.

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

The Role

The Client Manageris responsible foroverseeing and managing a book of Commercial accounts serving as the primary liaison between the agency and clients. This role involves developing strong client relationshipsprovidingstrategic guidance on coverage options coordinating renewals and ensuringtimelyandaccuratepolicy servicing. The CM works closely with internal teams and carriers to deliver tailored insurance solutions andmaintainhigh levelsof client satisfaction and retention.

WhatYoullDo

• Market renewal and new lines of insuranceincludingcreating coverage specifications creating manuscript coverage wording and analyzing/negotiating quotes received from carriers.

• Manage the full client service cyclemonitortimeframes and meet renewal deadlines with oversight guidance and input from the Client Executive or Risk Advisor.

• Participate in stewardship planning and annual meetings andassistwith report completion.

• Retain and develop accounts by making recommendationsregardingthe 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 dataidentifyingcross-selling andadditionalrevenue opportunities.

• Demonstrate a consultative approach by assessing client needs promptly respondingto questions and makingsound recommendations on a day-to-day basis.

• Maintain client files and transactions in EPIC.

• Stay informed about current trends and developments in the industry andmaintainup-to-date knowledge of technical and professional standards by attending company-sponsored and industrytraining.

• Service clients following PAR E&O professional service standards bycomplying withall E&O Pluslegaland regulatory requirements.

• Achieve a minimum rating of 90% from E&OPlusaudits on all accounts.

• Additionaljob duties as assigned.

What You Bring

Required Qualifications

• High School diploma or GED plus a minimum of 3 years of insuranceexperience with handling commercial accounts ata high levelof responsibility.

• Maintain aclient-centric focus; is highly responsive to internal and external stakeholders needs and can manage/meet/exceedtheir expectations.

• Teamplayerwith 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 accountabilityworkwell under pressureand canmeet deadlines and deliverables.

• Projects confidence in interactions with colleagues and clients.

• Contribute to team efficiency by sharing knowledge and best practices.

• Delegate appropriately andprovide development opportunities for co-workers.

• Train co-workers through on-the-job training.