Commercial Lines Account Manager - RCM&D

RCM&D is currently searching for a Client Executive in our Commercial department. The Client Executive has overall responsibility for a significant book of business, ensuring client satisfaction and retention. The successful candidate will lead the annual planning process with each client, ensuring that their program supports financial and organization goals. Using consultative insight to support decisions for change, the Client Executive will lead the team in preparing and presenting recommendations to the client. This individual will manage multiple client service teams, ensuring consistent work product, client satisfaction and internal work efficiency. The Client Executive will participate in business development opportunities, working with the Sales Executives. Additionally, this individual will actively be involved in market-building activities, such as participation in industry groups and speaking engagements.

Salary Range: $130000.00 - $160000.00 per year

Annual Base Salary Based on Experience

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Career Growth Opportunities

Retirement Plan

Tuition Reimbursement

Mon-Fri Schedule

Work from Home

Paid Time Off (PTO)

Employee Owned

Team Building Events

Responsibilities

• Maintain a designated book of business; accountable for growth, retention, and client satisfaction for that book of business.
• Develop a thorough understanding of client businesses, their policies, practices, and industries.
• Interpret technical findings and communicate them to clients in reports and presentations.
• Assist with the development of specifications for renewal marketing, working to support the marketing executive for renewals.
• Extract information and draw conclusions from carrier data and claim reports to interpret trends and anticipate potential problems for clients.
• Assess client needs and questions and review options with clients, making sound recommendations on a day-to-day basis.
• Manage the client cycle and monitor timeframes and renewal deadlines.
• Maintain regular contact with clients and prospects, keeping them up to date on technical and legislative issues.
• Plan and conduct annual stewardship meetings.
• Retain and develops account by making recommendations regarding the risk to the customer for the most cost effective and proper insurance coverage, preparing proposals, evaluating and recommending other lines, and providing additional resources for the client, as needed.
• Review policy coverages and identify cross-selling and additional revenue opportunities.
• Maintain client files on EPIC system and use EPIC to perform all transactions.
• Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
• Assist clients with understanding the design, funding, and administrative options for insurance program renewals and marketing, and effectively communicate more complex insurance concepts based on clients needs.

• Bachelors degree in Business, Risk Management, or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an Associates or Bachelors degree is necessary.
• Five to Seven years of industry experience, with three+ years experience handling large accounts at a high level of responsibility.
• Exhibits executive presence and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
• Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
• Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude.
• Possesses strong oral and written communication skills; communicates effectively with customers and insurance companies.
• Possesses excellent organizational skills and strong financial analysis acumen.
• Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables and is highly responsive to internal and external stakeholders needs and requests.
• Demonstrates agility and can multi-task, as well as pivot to changing priorities, as circumstances warrant.
• Contribute to team efficiency by sharing knowledge and best practices.
• Proficient with Microsoft Office Products, including Excel and PowerPoint, are required.