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. 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 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 Youll 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
• Request 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 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 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 $25000 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 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.