Large Group Client Manager, Employee Benefits

Department: Employee Benefits
Location: Remote
FLSA Status: Non-Exempt

Grow With Us

At RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for a Large Group 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, we’re creating a future where success is shared and communities thrive.

1. Our solutions and expertise empower our clients to realize opportunities, generate wealth and improve wellbeing. ​
2. Our shared ownership model aims to create prosperity for all colleagues that share our values 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 partners with the Benefit Consultant and our clients to assist them with their annual renewal process, cross-sell opportunities and possible options that would enhance or meet the goals of the client. The end product of this partnership is intended to add value to the client, enabling the client to be competitive in their own industry. Client Managers must contribute to and flourish in a team environment, learn and exemplify the Collaborative Way, and engage in regular professional development.

What You’ll Do

Account Management:

• Partner with clients throughout the renewal process, ensuring seamless communication and guidance.
• Maintain regular communication with clients to address issues, answer questions, and resolve challenges promptly.
• Present renewal options and strategies to clients, ensuring alignment with their business goals.
• Conduct open enrollment meetings, clearly explaining and relaying benefit information to clients and their employees.
• Stay informed on employee benefits trends, including plan designs, cross-sell opportunities, legislation, compliance, and emerging market trends.
• Proactively identify opportunities to retain clients and achieve high client satisfaction.
•  Quickly assess and address client needs, providing viable solutions that exceed expectations.
•  Communicate effectively with internal team members regarding client issues, renewals, and proactive planning.
• Foster a positive team environment by offering encouragement, mediating concerns, and promoting collaboration.
• Contribute ideas for improving processes and enhancing client service.

Administrative Duties:

• Utilize tools and systems such as Epic, Dynamis, HRIS platforms, and Microsoft Office Suite to manage workflows and enhance efficiency.
• Maintain accurate and up-to-date client records and documentation.

What You Bring

Required Qualifications

• Three to five years of experience (preferred) in benefits, including a strong knowledge of both fully insured and self-insured plans, ancillary lines and current legislation.
•  Bachelor’s degree or equivalent experience (preferred).
• Strong organizational skills with the ability to manage multiple priorities and tasks effectively. 
• Excellent verbal and written communication skills, including presentation abilities, with the capacity to engage diverse audiences such as employees, executives, and key contacts.
• Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues. 
• Proactive approach to building and maintaining client relationships.
• Proficiency with business technology, including email, word processing, spreadsheets, and presentation software.
• Valid drivers license.

Preferred Qualifications 

• Pass the Maryland State Life & Health exam within the first 90 days of employment. 
• Fulfill Maryland State Continuing Education (CE) requirements annually.
• Participate in internal training sessions and other professional development opportunities as needed.

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 what’s right, even when it’s 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 don’t 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.